> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Task

> Block off non-billable time like PTO, drive time, and meetings on the calendar with color-coded task categories.

Tasks are non-billable events that will appear on the calendar. These tasks do not need to be assigned to any specific customer, and can be customized and color-coded based on your companies preference. Some examples include:

* PTO

* Drive Time

* Errands

* Lunch

* Internal Team Meeting

* Admin Time

* On-Site Estimate

***

# **Getting Task Categories Setup**

Navigate to *Company Settings*, then select *Jobs*, then *Task Categories*. FieldPulse has preset task categories available, or you can adjust to meet your business needs.

**To add a new task category:** type the task category name, select a color, then select *Add Task Category*.

**To edit a task category:** select the pencil icon next to the task name.

**To delete a task category:** select the trash can icon next to the task name.

<img src="https://mintcdn.com/fieldpulse/ZtZ10d_oC-0eXRBG/static/images/_api/6540033-creating-a-task/01.png?fit=max&auto=format&n=ZtZ10d_oC-0eXRBG&q=85&s=285eb2f7c9fb854ec4e3421e0bac6777" alt="Task category settings with add, edit, and delete controls" width="1410" height="1216" data-path="static/images/_api/6540033-creating-a-task/01.png" />

## Video Tutorial

<Frame>
  <iframe src="https://www.loom.com/embed/3854efcdc9f244fe931f5642609b59d1?hide_owner=true&hide_share=true" title="Video" className="w-full rounded-lg" style={{aspectRatio: "16/9", border: "none"}} loading="lazy" allow="fullscreen" allowFullScreen />
</Frame>

***

# **Creating a Task**

Tasks are created just like you'd create a job. This can be done directly from the schedule or the job tab. If it's linked to a customer, it can also be created from the customer record. Begin by selecting *Create Job,* then click *Create Task* at the top of the new job record.

<img src="https://mintcdn.com/fieldpulse/ZtZ10d_oC-0eXRBG/static/images/_api/6540033-creating-a-task/02.png?fit=max&auto=format&n=ZtZ10d_oC-0eXRBG&q=85&s=76a8b0c040f51e4f640cb9dc17f8ba41" alt="Click on Create Job" width="1200" height="355" data-path="static/images/_api/6540033-creating-a-task/02.png" />

<img src="https://mintcdn.com/fieldpulse/ZtZ10d_oC-0eXRBG/static/images/_api/6540033-creating-a-task/03.png?fit=max&auto=format&n=ZtZ10d_oC-0eXRBG&q=85&s=03d644dfaa845f063d6c92849a785fc7" alt="Click on Create Task" width="1200" height="439" data-path="static/images/_api/6540033-creating-a-task/03.png" />

Notice that linking a customer to a task is optional. Next, be sure to give your job a descriptive title. Ours is "Help Center Time Off." Next click on *Assigned Users to Job* and select a team member to assign them to the job. Select a *Task Category* to identify the task. Here, we've chosen *PTO* as it is time off. Finally, select the dates and times that the task will take place.

<img src="https://mintcdn.com/fieldpulse/ZtZ10d_oC-0eXRBG/static/images/_api/6540033-creating-a-task/04.png?fit=max&auto=format&n=ZtZ10d_oC-0eXRBG&q=85&s=3a4d3dbad25df60398b18d8c10c2a959" alt="Click on Job Title/Description *…" width="1200" height="755" data-path="static/images/_api/6540033-creating-a-task/04.png" />

Add notes if applicable, then press *Save Task*. Once saved, the task will appear on the schedule.

<img src="https://mintcdn.com/fieldpulse/ZtZ10d_oC-0eXRBG/static/images/_api/6540033-creating-a-task/05.png?fit=max&auto=format&n=ZtZ10d_oC-0eXRBG&q=85&s=c320d4c601ebfdf78a4d3ea22c2649ea" alt="Click on Notes Field Notes" width="1200" height="454" data-path="static/images/_api/6540033-creating-a-task/05.png" />

***

# Video Tutorial

<Frame>
  <iframe src="https://www.loom.com/embed/b03c7fbd859c4d10901a31878ccbade1?hide_owner=true&hide_share=true" title="Video" className="w-full rounded-lg" style={{aspectRatio: "16/9", border: "none"}} loading="lazy" allow="fullscreen" allowFullScreen />
</Frame>

***

**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*
