Subtask Assignment Details

Use the Subtask Assignment Details screen to assign subtasks to participants.

The Subtask Assignment Details screen is accessed from the User Accessibility screen by clicking the Click here to add a Subtask link.

Fields on the Subtask Assignment Details screen are:

Field	Description
User	The user the subtask is assigned to.
Subtask	A drop down list displays all available subtasks: Subtask Description Add Customer Adds a customer. Add Stock Number Adds a stock number. Add Evaluation Adds an evaluation. Add Inspection Adds an inspection. Add Job Jacket Adds a Job Jacket. Create Parts Quote Creates a new parts quote. Create Equipment Quote Creates a new equipment quote. Create Service Quote Creates a new service quote. Create Parts Invoice Creates a new parts invoice. Create Equipment Invoice Creates a new equipment invoice. Create Service Invoice Creates a new service invoice on a work order. Create Rental Invoice/Contact Creates a new rental invoice/contract. Create Traffic Creates a new traffic ticket. Create Call History Creates a new call history log. Schedule A Call Creates a new scheduled call. Record Yes/No Presents the user with radio buttons allowing the user to select Yes or No. Record Date Prompts the user to enter a date or select a date from the date picker window. Record Value Allows the user to enter a value into a text box.
Description	A brief description of the subtask. If there is no description entered, the name of the subtask is used instead.
Required By	The date by which the subtask is to be completed. If this field is completed, the Minus in the Due Date column is not available.
Due Date	The entries keyed in the Minus fields determine the default values for the due date on the task. Task Tracker uses these fields to define the Required By date.
Mandatory	Toggle whether the subtask is mandatory or not.

• Save—saves all entered changes.

• Save & New—saves all entered changes and opens a new Subtask Assignment window to assign additional Subtask details.

• Close—closes the window.

Revision: 2026.01