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Set Default Tasks in Agency Handy

Orvi Das avatar
Written by Orvi Das
Updated over 8 months ago

Auto-assign tasks to every service order for streamlined delivery and consistent workflows.

Key Steps:

  • Create/Edit Service: Start or edit a service from the Services section.

  • Add Default Tasks: Navigate to the Describe Service section β†’ Click "Add Task."

  • Save & Continue: Ensure tasks are saved and proceed to the next step.

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