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Adding New Tasks By Groups

Is it possible to add tasks to a job by groups? I want to open a job and pick the groups that I want on the estimate. We have our groups made up into photography, creative, media...etc. Some jobs don't need all of this obviously. We have many broken down tasks. I don't want to have to input all those tasks. I want to be able to click on a group and send all the tasks that are in that group to the job. Is it possible?

Thanks,
Adrianne Fenimore
banowetz + company, inc

Instead of adding tasks by group, consider setting up job type/spec sheets (Setup > Job type/spec sheets). You can set up job type/spec sheets with standard information for particular types of jobs, then use it to automate adding similar jobs -- so you don't have to key in the same task codes every time. You can also set up the job type/spec sheet to have specifications, estimate options, and traffic milestones. They're a great time-saver! For more info, see your Classic manual on pages 3-8 and 9-34.

Thanks,
Judy Hector
Clients & Profits

Go to set-up and click on job types/spec sheets. Here is where you can set-up your different job types (collateral, corporate ID, POP, print ad, etc.). As you set up these job types you will assign a certain group of tasks to go along with it ( it is your choice as to what tasks go along with what job types). Now when you open a new job it will ask for the job type and will automatically pull the associated tasks. You can then go through and delete any tasks that are not needed for that particular job or add a task that may not have been included. Adding or deleting tasks will only effect the current job you are working on. It will not change your job types/spec sheets. I hope this helps =) It is a little time consuming to set everything up but it will save you time in the long run.

Kristi Tiber,
ParkerWhite

Don't think so... I only see where you add by task. But you could set up a "template job" with all the tasks in groups the way you like it, then use it to clone for other clients. Or you could set up a template Job Type. Then when you open a new job and pick the job type, all the tasks in groups get set up at that time.

Roxanne Cowan,
Rutherford Bolen Group Integrated Marketing

To go a step further on Judy Hector's advice, I think what you were looking for is groups within an estimate. The Job Types/Specifications idea is the start of what you need, but maybe include a roll up feature by group. If you have a series of tasks that go within each group, create the roll ups and assign the appropriate tasks to roll up under them. There is no added value in reporting, just appearance.

Shelley W. Holloway
General Manager
Young Isaac, Inc.