...
| Tip |
|---|
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. |
Creating a Task from the Dashboard
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.
...