Create a Task

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 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.

*If the Resource is not in the drop down list this is because you are not linked to them, see Assign Task to a New Resource for steps.