When a paid user wants to create a task as a Job Owner and assign it to a Resource.
Creating a job is paid account feature and paid accounts are not yet available.
If you would like to trial the functionality of a paid account please contact our team to discuss available options.
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A job needs to be created before creating a task |
Step-by-step guide
- 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
or
Will need to re-shot this as 'new task' text is not correct - Select a Job from the drop down list
- Enter a 'Task Name'
- *Select a 'Resource '
- Enter a 'Task Order' (not mandatory)
- A 'Task Duration'
- A 'Planned Date'
- A 'Due Date'
- Check the box 'Yes' or 'No' for Chargeable
- Add an attachment if required
- Add a note if required
- Click 'Save' or 'Save and New' to create another task
Will need to re-shot this as this page has edits to be done
i.e move 'task' in front of all of the dates.
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