devdocs/todo.txt

@@ -778,6 +778,30 @@ https://www.youtube.com/watch?v=zZVoo5AbANI
 @@@@@@@@@@@@@@@ ROADMAP STAGE 11 - RELEASE SELF SERVE / HOSTING
 @@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@
 
+
+# BIZ FOR RELEASE
+
+- Need rockfish all squared away for licensing stuff, get there by walking through the process
+- New website, move all v7 to old or /old or whatever it takes (no reason not to keep some marketing blurbs etc, just mark them with v7 if necessary or as is)
+	- Clean simple, lowercase, screenshots and walkthroughs
+	- Maybe show self host, paid hosting as front and center and opening area so they know costs up front and can go down the pages that link from each method self or hosted
+- ShareIt product codes and purchase linking stuff
+- Need turnkey hosting offer up front, 
+	it's a quick way to make money, 
+	xx dollars per month, find out what can be charged, 
+		remember they are replacing hardware, software even an IT guy so it's worth a fair bit 
+		I would need to upgrade servers so leverage auto upgrades as much as possible but that takes time so is part of costs
+		stagger it so we are upgraded first to know if it's ok
+		maybe scales by size, one man shop price and bigger biz price
+		Look at discourse, they do all the same shit right down to the email server for notifications etc, just copy that
+- click here for trial, they fill out form, it sends me info, I spin up server with unique creds from a rota of say 10 on devops, just need to set the creds uniquely so no one else can login, we need backdoor account for support also
+
+
+
+
+
+
+
 	links on website for sign up
 	marketing can begin in earnest
 

docs/8.0/ayanova/docs/svc-task-groups.md

@@ -1,3 +1,107 @@
-# SVC-TASK-GROUPS
+# Task Groups
 
-![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
+Task Groups are pre-defined lists of [Tasks](svc-workorders.md#tasks) used to provide a check list of tasks to be performed and is useful for providing standardized service that ensures technician's follow each step. See the Work orders [Tasks](svc-workorders.md#tasks) help topic for details.
+
+## Authorization Roles required
+
+This form is available to User's with the following [roles](ay-biz-admin-roles.md):
+
+Full access
+
+- Business administration
+- Service manager
+- Accounting
+
+Read only access
+
+- Business administration - restricted
+- Service manager - restricted
+- Service technician
+- Service technician - restricted
+- Sales
+- Sales - restricted
+
+## How to access Task Groups
+
+Task Groups are accessed in the following ways:
+
+- From the `Service` navigation pane `Task Groups` item to open the Inventory [data table](ay-start-form-data-tables.md)
+- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Task Group autocomplete list on any other form where Task Groups can be selected.
+
+- From any [data table](ay-start-form-data-tables.md) column showing Task Groups such as the [Work orders table](svc-workorders.md)
+
+## Task Groups data table
+
+![task groups table](img/svc-task-groups.png)
+
+The Task Groups [data table](ay-start-form-data-tables.md) lists all the Task Groups that are entered in AyaNova and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+
+## Task Group edit form
+
+![Task Group edit form](img/svc-task-group-edit-form.png)
+
+The Task Group edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
+
+#### Task Group Name
+
+This is the name of the Task Group as it's displayed in forms and reports. This is also the primary identifier when searching for a Task Group to select in [autocomplete](ay-start-form-autocomplete.md) lists. A Task Group Name must be unique from all other Task Groups entered.
+
+Keep in mind that this is the Name that Customers will see on reports if provided to them.
+
+This is the only **required** field on the Task Group edit form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
+
+#### Account number
+
+Optional account number for tracking purposes.
+
+#### Task Group Overseer
+
+This is the AyaNova [User](adm-users.md) most reponsible for managing the Task Group for reference and reporting purposes.
+
+#### Date Started
+
+The date and time the Task Group was started.
+
+#### Date Completed
+
+The date and time the Task Group was completed.
+
+#### Active
+
+Task Groups that are set to Active can be selected on new records.
+
+Task Groups not set to Active will still show in older records but can not be selected for new records; this is how you retire a Task Group from use.
+
+#### Notes
+
+Notes about this record for internal staff use. Notes can also be reported on if desired.
+
+These notes are only visible in this form.
+
+#### Tags
+
+Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
+
+#### Wiki
+
+Optional [wiki control](ay-start-form-wiki.md).
+
+#### Attached files
+
+Optional [attachments control](ay-start-form-attachments.md). For a Task Group this may be a useful place to store drawings or other files related to the project.
+
+### Menu options
+
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Task Group edit form also has these options:
+
+#### Work orders
+
+This is a shortcut to view prior work orders with this Task Group selected and opens the [Work order](svc-workorders.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Task Group.
+
+#### Quotes
+
+This is a shortcut to view prior Quote records for this Task Group and opens the [Quotes](svc-quotes.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Task Group.
+
+#### Preventive maintenance
+
+This is a shortcut to view prior Preventive maintenance records for this Task Group and opens the [PM](svc-pms.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Task Group.