Job Activity Sets are groups of job activity types. These allow you to add multiple activities to a job in one step, rather than adding each activity individually. For example say you created a job for a granite kitchen and now the customer wants a cultured marble bathroom too. You could use an activity set to add all the cultured marble activities to the job.
- Go to Job > Edit Settings and in the Job Activity Sets section, click on
.
- Type in a name and click on the Select button to the right of the Activity Types field.
- Select the activity types to include.
The new activity set will look like this:
- To add the activity set to an existing job, go to the Job Detail page and click on
.Job Detail
- Select the job activity set.
- All the activities in the activity set are added to the job. Double-click on the job activities to enter scheduling information.
