Customizing the Default Hydro Task List

 

In this article:

When you want to set up a default list of tasks to follow on your water restoration jobs, you can do it through the organization settings in our web app. "Default" means it's the standard task list for all new jobs.

Customizing the Default Task List

*Note that you need admin permissions to do this.

  1. From the home page, click Settings.
  2. Select Organization Settings.
  3. Click the pencil icon next to Default Hydro Task List
  4. Click the toggle button to enable or disable tasks as desired.
  5. Click Confirm to save.

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Your new default task list will appear on all new claims going forward.

Default_Task_List.png

 

Task Dependencies

Some tasks are dependent on other tasks being completed. If you edit a task with a dependency, Hydro will automatically edit the associated tasks.

For example, to generate accurate equipment calculations, it’s required that you add room dimensions.

If you disable the room dimensions task, the equipment calculations task will be disabled as well, because it depends on the room dimensions being completed.

 

Disable_Room_Dimensions.png

 

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