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Tasks can be created from the Dashboard, or from with a Quote Card, Job Card, Customer Card, Invoice or Contract.
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Note: If you are creating a task that must be linked to a job, quote, etc., the easiest way is to create it within the job or quote screen. For example, 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.
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