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29.10 Task tab

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29.10.1 The Task section of the Job form allows you to break a Job/Project into small manageable items of work to be carried out. For more information about Tasks, see 'What are Tasks' section of this manual.

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You can allocate these items to individual employees and plan when they are expected to be completed. These Job Task also appear in the individuals ToDo lists. For more information on ToDo Lists see the ToDo section of this manual.

 

29.10.2 Copy Tasks from Another Job

 

When entering tasks in a new job, you can copy tasks from an existing job by clicking the 'Another Job' button in the Task screen.

 

NOTE: Task fields that are not copied: Actual Start, Actual Qty, % Done, Actual Cost Rate, Actual Cost Amount, Actual Charge Rate, Actual Charge Amount.

 

29.10.3 Copy Tasks to Sub-Jobs

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After entering/maintaining Tasks, you can copy the task to any Sub-Jobs of the current Job by clicking the "Copy Tasks to Sub-Job" button on the bottom of the Task screen.

 

After clicking the button a dialog screen will be presentede allowing the selection of the Tasks to be copied, and the Sub-Jobs to copy to. If the "Overwrite " flag is set to "Yes" then if the Task already exists on a particular Sub-Job then its' details will be updated.

 

NOTE: When selecting Tasks, a Sub-Task can not be copied unless its' Parent task is also copied.