...
Tasks can be created from the Dashboard, or from with a Quote Card, Job Card, Customer Card, Invoice or Contract.
| Tip |
|---|
Note: Task can be created within Jobs, Quotes, Customer, Invoice, and Contract. This is the easiest way (if you create a Task within a Job it is automatically linked to the Job for example). |
1. Choose the Task Tab on the applicable Card or Details Screen to create a Task linked with that Card or screen type or select the Dashboard Icon from the Top Menu.
...