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How Do Task Actions Work for Staff in Albi?

This article explains how Task Actions work in Albiware. Task Actions allow you to define standard tasks that can be assigned to staff, helping teams follow consistent workflows and responsibilities.

Task Actions

The Task Actions tab allows you to set up predefined actions or tasks that can be assigned to staff members. These help standardize workflows and make assigning responsibilities easier.

Examples of task actions include:

  • Assign Project Manager
  • Enter Initial Appointment Time into Scheduler
  • Assign Staff
  • Check for Referral
  • Complete Estimate
  • Generate Invoice

To add a new task action, click the Add (+) button in the top-right corner, name your task, and click Save.