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Editing Client Tasks

Clicking on a job also allows you to edit the details of a task within that job. 

Here you can:

-    Change the type of task. By default an imported task will be set to Variable, this can be overwritten by setting Task Defaults.

-    Set the hours of effort assigned to each staff allocated to the task. 

-    Assign & un-assign staff to tasks individually or by bulk.

-    Set the Planned Date and Due Date.

-    Set a Code This is a three letter identifier to help you find your task and is displayed on the Planner as the bold heading of the task; and on the Schedule in brackets after the task title.

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