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Facility Management Set Up

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  • Tasks
  • Projects
  • Orders & Billing

Before you can use Tasks effectively, you need to set up:

Resources A physical item needed to perform a task, needed for an event or performance, or assigned to a venue. Resources can be permanent or consumable. A variety of properties can be associated with a resource, defined by the individual client.

Click here for more information on Resources.

Calendar Types Built-in codes you do not have to set up.

Click here for more information on Calendar Types.

Task Types Assigns a particular type to a task, such as Meeting, Holiday, Attached to Event, etc.

Click here for more information on Task Types.

Project Types Assigns a particular type to a project, such as Wedding, Conference, etc.

Click here for more information on Project Types.

Pricing Levels Sets different pricing levels for resources.

Click here for more information on Pricing Levels.