Tasks in RB are services requested with a job \u2014 such as reporting, interpreting, or video \u2014 that require a separate resource (person, company, thing) to accomplish.<\/strong> Work performed in-house \u2014 such as creating condensed transcripts or shipping out finished products \u2014 is usually not considered a task in RB. RB includes a set of tasks which you can customize to your business by adding, editing, and deleting tasks from the set.<\/p>\n All jobs include a default task which you define in Setup > Lists<\/a>. You can change the task in a job if the job does not require the default task but all jobs must have at least one task included. A job can have an unlimited number of tasks. You can enter tasks in a job when scheduling the job or at any time later.<\/p>\n For services you will bill separately \u2014 such as video done by a third party of a depo \u2014 set up a linked job instead of a task. Linked jobs are separate jobs on the calendar, but because they are tied together you will be notified when a depo is canceled that there is a linked video job so you can cancel the video job too and notify the videographer.<\/p>\n TL;DR:\u00a0A task is a service requested by a client that requires a separate resource to accomplish. A job in RB can include one or more tasks, and canceling one task does not affect the rest if the job. You define tasks based on your company\u2019s services.<\/strong><\/p>\n Blocked Resource:<\/strong> Resource that a particular firm or contact does not want assigned to tasks on jobs they schedule or order from you.<\/p>\n Job:<\/strong> Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More ><\/a><\/p>\n Linked Jobs:<\/strong>\u00a0Separate jobs on the calendar, but connect to each other. When one is confirmed or canceled, RB notifies you that\u00a0there is a linked job, so you can confirm\/cancel the linked job too.<\/p>\n Notes Logs:<\/strong> Un-editable internal-use only notes entered either by a user or\u00a0automatically by RB appear in chronological logs in the database record where they occurred.<\/p>\n Preferred Resource:\u00a0<\/strong>Resource that a particular firm or contact wants you to assign to tasks on jobs they schedule or order from you.<\/p>\n RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources. More ><\/a><\/p>\n RB Connect Mobile:\u00a0<\/strong>Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices. More ><\/a><\/p>\n Resource:<\/b> Person or thing that provides your business with a service, such as reporters,\u00a0videographers, interpreters, scopists, account\u00a0executives, other agencies that cover jobs for you, or a conference room.<\/p>\n","protected":false},"excerpt":{"rendered":"Task examples<\/h4>\n
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Non-task examples<\/h4>\n
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Tasks simplify & speed up job scheduling while reducing errors:<\/h2>\n
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Task information includes:<\/h2>\n
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Tasks or linked jobs?<\/h2>\n
Related RB concepts<\/h4>\n