Submit a ticket My Tickets
Welcome
Login  Sign up

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 Dashboard in brackets after the task title.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.