--- title: "Set up task management" slug: "set-up-task-management" updated: 2026-10-15T01:31:14Z published: 2026-10-15T01:31:14Z canonical: "help.servicetitan.com/set-up-task-management" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up task management ## Overview An administrator must set up task management and add users before office employees can use it. This section covers setting up task management, adding users, and managing alerts. [Task Management Video](https://fast.wistia.net/embed/iframe/4qhq2qnxpv?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Administrators #### Feature configuration - Account configuration is required to use this feature. To update your account, please contact your success or implementation manager for details. ## Set up task management 1. Go to the navigation bar, click the **Profile** icon. Then, select **Task Management** from the dropdown. ![A cursor clicking Task Management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-task-management-image-9bga6oca.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A41Z&se=2026-10-31T01%3A41%3A41Z&sr=c&sp=r&sig=s2%2BDN2sWDhHsTXq4%2B57tD5w18QWkJApyxaMmYdOiumc%3D) 2. From the *Task Management* screen, click **Customize Tasks**. ![A cursor clicking Customize Tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-task-management-image-7s8ih38l.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A41Z&se=2026-10-31T01%3A41%3A41Z&sr=c&sp=r&sig=s2%2BDN2sWDhHsTXq4%2B57tD5w18QWkJApyxaMmYdOiumc%3D) > [!NOTE] > **Note:** You can also access task management settings by going to the navigation bar and clicking **Settings ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A41Z&se=2026-10-31T01%3A41%3A41Z&sr=c&sp=r&sig=s2%2BDN2sWDhHsTXq4%2B57tD5w18QWkJApyxaMmYdOiumc%3D)**, then clicking **Operations** > **Task Management** from the side panel. 3. On the *Settings* screen, you can add, activate, deactivate, or edit *Task Sources*, *Task Types*, *Task Resolutions*, and *Alerts* if you need any beyond the ones built into task management. ![The Task Sources section of Task Management settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-task-management-image-vqifb2p2.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A41Z&se=2026-10-31T01%3A41%3A41Z&sr=c&sp=r&sig=s2%2BDN2sWDhHsTXq4%2B57tD5w18QWkJApyxaMmYdOiumc%3D) 4. To ensure that resolutions that don't apply aren't selected for tasks, create targeted task resolutions and then map the appropriate resolutions to type tasks. ![A Warranty Parts task with several listed Task Resolutions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-task-management-image-7j4i7z32.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A41Z&se=2026-10-31T01%3A41%3A41Z&sr=c&sp=r&sig=s2%2BDN2sWDhHsTXq4%2B57tD5w18QWkJApyxaMmYdOiumc%3D)In this example, the warranty parts workflow has been clearly defined, demonstrating a targeted process for resolving warranty part tasks. You can link resolutions to task types or link task types to resolutions; doing either creates the same result. ## Add employees After you set up task management, make sure the correct employees are able to manage tasks and subtasks. By default, all administrators have all permissions in task management: - View all tasks and subtasks regardless of who is assigned to them - Close all tasks and subtasks regardless of who is assigned to them - Reopen any closed tasks - Reopen any closed subtasks - Access task management settings An administrator can edit individual employee permissions so that employees can do some, all, or none of these. ![Task Management permissions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-task-management-image-j8trmhkd.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A41Z&se=2026-10-31T01%3A41%3A41Z&sr=c&sp=r&sig=s2%2BDN2sWDhHsTXq4%2B57tD5w18QWkJApyxaMmYdOiumc%3D) Administrators see *all* tasks regardless of who is assigned to the task, while other office employees can *only* see the tasks assigned to them unless an administrator changes their permissions. For details on how to manage office employee permissions, see [Set permissions for an individual employee](/construction/docs/set-permissions-for-an-individual-employee-or-technician-1). ## Manage alerts You can enable alerts for tasks and subtasks. When one or both of these alerts is enabled and you assign a task or subtask to an employee, they receive an alert about the task or subtask. The alert is sent out to the email address or phone number on their profile. For more on how to add or remove contact information to an employee profile, see [Add or edit employee or technician profiles](/construction/docs/add-and-manage-office-employee-profiles). 1. From the *Task Management* screen, click **Customize Tasks**. ![A cursor clicking Customize Tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-task-management-image-4pi0mnkw.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A41Z&se=2026-10-31T01%3A41%3A41Z&sr=c&sp=r&sig=s2%2BDN2sWDhHsTXq4%2B57tD5w18QWkJApyxaMmYdOiumc%3D) > [!NOTE] > **Note:** You can also access task management settings by going to the navigation bar and clicking **Settings ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A41Z&se=2026-10-31T01%3A41%3A41Z&sr=c&sp=r&sig=s2%2BDN2sWDhHsTXq4%2B57tD5w18QWkJApyxaMmYdOiumc%3D)**, then clicking **Operations** > **Task Management** from the side panel. 2. Click **Alerts**. ![The Alerts section of Task Management settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-task-management-image-sfoattoe.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A41Z&se=2026-10-31T01%3A41%3A41Z&sr=c&sp=r&sig=s2%2BDN2sWDhHsTXq4%2B57tD5w18QWkJApyxaMmYdOiumc%3D)The *Task Assigned* and *Subtask Assigned* alerts notify an employee when a task or subtask is assigned to them. *Alert for Updates* sends an email to a reporter when the assignee changes a task or subtask and to the assignee when the reporter changes a task or subtask. 3. Select or deselect the alerts you want. 4. When finished, click **Save**. ## Want to learn more? - See [Common use cases for Task Management](/construction/docs/common-use-cases-for-task-management) - See [Manage tasks and subtasks](/construction/docs/manage-tasks-and-subtasks) - See [Task Management report template](/construction/docs/task-management-report-template)