Managing a Service Order in Taskip involves tracking progress, handling tasks, managing the linked project, communicating with clients, and ensuring timely delivery of the service.
How to Manage a Service Order
Step 1: Open the Order
Click on any order from the Service Orders list to open the detailed workspace.
Step 2: Track Order Status
Update and monitor order progress using status stages:
- Pending
- In Progress
- Under Review
- Completed
Step 3: Manage the Project
Each order is linked to a project where execution takes place.
You can:
- Assign team members
- Track progress
- Manage milestones
- Monitor workflow
Step 4: Manage Tasks
Tasks ensure structured execution of the service.
You can:
- Assign tasks to team members
- Update task status
- Add comments or attachments
- Mark tasks as completed
Step 5: Use Timeline and Notes
For communication and tracking:
- Timeline: View all activity history and updates
- Notes: Share internal instructions and updates
Step 6: Review Intake Form Data
View client-submitted requirements including:
- Project details
- Uploaded files
- Custom responses
Step 7: Manage Invoice
Handle billing and payment tracking:
- View invoice details
- Check payment status
- Download invoice
Step 8: Complete the Order
Once delivery is finished:
- Ensure all tasks are completed
- Deliver final output to client
- Update status to Completed
Benefits of Managing Service Orders
- Structured service delivery workflow
- Clear task and project coordination
- Automated order tracking
- Improved client communication
- Efficient team collaboration
Summary
Service Orders in Taskip act as the core execution system for client purchases, while managing a service order ensures proper tracking, delivery, and completion through structured workflows involving projects, tasks, and communication tools.