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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: Task can be created within Jobs, Quotes, Customer, Invoice, and Contract. This is the easiest way (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).. |
Create 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 Click the Dashboard Icon from the Top Menu.
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2. Click the +Add Task button.
3. The Task Details Screen will display. Enter a Title (name) and Description for the Task and then assign the Task to a User by choosing from the dropdown list.
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C.End Date – set the Due date as a number of Days/Weeks/Months Before/After the End Date of the Contract.
Create a Task within a Job
Access the job from the Jobs Menu and click Tasks tab and then click + Add Task.
Create a Task within a Quote
Access the quote from the Quotes Menu and click Tasks tab and then click + Add Task.
