Tasks are part of the Bookings screen. These are one-off reminders to do a particular task. There are four kinds of task, all but one of which are automatically generated:

Reminder to action MOT reminders

When you create customer reminders for MOTs, the Workshop Manager automatically creates a task which is dated the 14th of the following month. The idea is that every month on the 14th you prepare and send MOT reminders for the following calendar month. This then automatically creates the reminder for the following month.

In the task list you can double-click the MOT reminder task to open the 'Enter selection criteria for MOT letters' screen.

Payment due date for a supplier's invoice

A purchase invoice can include the due date. A supplier record can include credit terms information and this can be used, when generating a purchase invoice, to indicate the due date for the payment. If this due date is entered in the invoice then a payment reminder is automatically created and placed in the task list.

In the task list you can double-click the task to open the invoice.

Payment due date for a customer's invoice

A sales invoice can include the due date. A customer record can include credit terms information and this can be used, when generating a sales invoice, to indicate the due date for the payment. If this due date is entered in the invoice then a payment reminder is automatically created and placed in the task list.

In the task list you can double-click the task to open the invoice.

Other task

You can generate a task manually by clicking the New Task icon in the toolbar. Enter a due date and description and click the Save button. The task will be added to the task list.