TaskOPad -Web Guide
  • Quick Start!
  • Guides
    • Sign up - Log In Process
    • Organization Setup Process:
    • Master Setup Creation Process:
      • Manage Status
      • Manage Role
      • Manage Members
      • Manage Client
      • Manage Service
  • Fundamentals
    • Task
      • Task Creation Process
        • Create a Task
        • Create Recurring Task
        • Stop Recurring Task
        • Create a Subtask
        • Set Reminders
        • Task Status
        • Task Priority
        • Task Attachement
        • Task Follower
        • Task Comment
        • Task Log Activity
        • Task Mark as Completed
        • Bulk Edit , Delete & Recycle Bin Process
        • Bulk Import& Bulk Export
        • Quick Reply
        • Completion of Task in %
        • Checklist
        • Mark Task for Approvals
      • Kanban Board
      • Calendar View
    • Project
      • Project Creation Process
        • Create Project
        • Create Task Under Project
    • Discussion
    • DMS (Document Management System)
    • Reports
      • User Wise Report
      • User Performance Report
      • Project Report
      • User Activity Report
      • Status Wise Report
      • Time Sheet Report
      • Time Report
    • Time-Sheet
      • Enable Time Sheet
      • Adding Estimated Hours
      • Actual Hours Entry in Task
      • Actual Hours Entry in Timesheet
      • Submitting Timesheet Process
      • Approval & Rejection Process
      • Filter & Sort
    • Attendance Configuration
    • Leave Configuration
    • Notes
    • Add on Feature
      • Custom Fields In Task
        • How Custom Fields Work?
      • Custom Field In Client
        • How Custom Fields Work?
      • Client Information Sharing
      • Email Integration
      • Enable or Disable Email Notifications.
      • Access Management (IP- based Restrictions)
Powered by GitBook
On this page

Was this helpful?

  1. Guides
  2. Master Setup Creation Process:

Manage Service

PreviousManage ClientNextTask

Last updated 1 year ago

Was this helpful?

Service Creation: Click on “Add New Service” to add a service.

There are two types of services, recurring service, and non-recurring service.

  1. Non-recurring services are one-time Services.

  2. Recurring services means a service that is repeated on a frequency basis, which you are providing directly to your client.

Non-recurring Services:

For instance, GST Registration is a non-recurring service because it has to be done only once. Add the Service name, select no, and Submit to create a non-recurring service. (All the fields are mandatory here)

Recurring services: For recurring services like GST filing return which has to be repeated monthly, you need to select the frequency, set the due date, and when you want this service to recur.

In frequency, You can set custom, daily, weekly, monthly, quarterly, and yearly.

You can also select the client list, after importing them from the “Add Clients” tabs.

This means this service needs to be performed for these clients and you can also select your internal team members who are going to perform this service for that client. So on the recurring date, a task will be auto-generated on the Dashboard.