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When a paid user wants to create a task as a Job Owner and assign it to a Resource.

NOTE: You must create a job before you can create a taskA JOB NEEDS TO BE CREATED BEFORE CREATING A TASK

Step-by-step guide

  1. Click on 'Tasks' in the navigation menu then 'New Task' or click on the 'New Task' button from within any of the task list pages
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    or
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  2. Select a Job from the drop down list
  3. Enter a 'Task Name'
  4. *Select a 'Resource '
  5. Enter a 'Task Order' (not mandatory)
  6. A 'Task Duration'
  7. A 'Planned Date'
  8. A 'Due Date'
  9. Check the box 'Yes' or 'No' for Chargeable
  10. Add an attachment if required
  11. Add a note if required
  12. Click 'Save' or 'Save and New' to create another task
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*If the Resource is not in the drop down list this is because you are not linked to them, see see Assign Task to a New Resource for  for steps.

Info

After a task is scheduled (meaning it is not only created but it is assigned to a resource and a planned date is entered) then the task will be at status 'Requested' and therefore it will be in the requested task list.

A notification will be sent to the resource via email and now the task can be;

Edit a Task

Reschedule a task

Reassign a Task

Cancel a Task

Delete a Task

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