Tasks

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Tasks can only be utilised if Scheduling is licensed. If not, the following warning will appear:

 

schedulelicenceerror

 

tasktab

 

The Tasks tab shows any entries in the schedule which relate to a job. When selecting Add on the Tasks screen, a New Schedule Task will appear to enter all relevant details.

 

newschedtask

 

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

 

jobtasktab

 

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

Once ticked in the Schedule Task screen as still to be performed, the tick will appear here.

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.

 

tasktype1

Labour Type/Card#

Either labour type or CardFile, depending on the task type.

 

tasktypesel

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

Document tab

Invoice Details Tab

Job Footer

Job Tab

Labour Tab

Linked Jobs/Quotes Tab

Promotional Pricing Tab

Stats Tab