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How to Add a Checklist of Tasks to a Job

  1. After clicking "Save & Continue" on a new job, you will be on its detail page.
  2. Click the Checklist tab.
  3. To add a new task, click the + icon (Add) in the top-right of the checklist area.
  4. A new line will appear. Type the description of the task (e.g., "Remove old fence") .
  5. Click the checkmark (or click away) to save the task. Repeat this process to build your full checklist.