When a paid user wants to create a task as a Job Owner and assign it to a Resource.
A job needs to be created before creating a task |
*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.
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 |