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Jim2® Business Engine Help File

tasks tab

 

The Tasks tab allows you to see any entries in the schedule which relate to that particular job. When you click Add on the Tasks screen, a New Schedule Task will pop up, where you can enter all relevant details.

 

new sched task

 

Once the task has been added, it will appear in the Tasks grid on the job.

 

Job Task Tab

 

Field

Explanation

First three fields

Field one indicates this is a recurring task, field two indicates there is a reminder, field three indicates there are multiple users assigned.

Task#

The task number allocated by Jim2.

Todo

Tick if this is still to be done.

Completed

Once ticked as completed in the Schedule Task screen, the tick will appear here.

Confirmed

Once ticked as confirmed in the Schedule Task screen, the tick will appear here.

Task Type

Populated from the drop-down list in the Schedule Task screen.

Labour Type/Card#

Will show either labour type or CardFile, depending on the task type.

 

task type selected

Resource

Name of user/contact assigned.

Subject

The subject entered in the New Schedule Task screen.

Priority

The job priority.

Start Date

The date the task is to commence.

Start Time

The time the task is to commence.

Finish Date

The date the task is to finish.

Finish Time

The time the task is to finish.

Regarding

Task type, in this case Job.

Regarding #

In the case of a job, the Job#.

Recur Task #

Recurring task number, if this is a recurring task.

Recur Date

Recurring task date, if this is a recurring task.

 

Further information:

Cost Tab

Documents Tab

Invoice Details Tab

Job Footer

Job Tab

Labour Tab

Linked Jobs/Quotes Tab

Promotional Pricing Tab

Stats Tab