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35.1 Overview |
  
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35.1 Overview |
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35.1.1 The Task screen allows you to break a Job/Project into small manageable items of work to be carried out. With Task, you can do the following:
Allocate these items to individual employees and state when they are expected to be completed
Utilize task status to control the task time entry & completion
Cascade related tasks up to 2 levels
Convert the top-level tasks into a "Calculated" task to automate calculation of estimates and actual values
Add/Edit/Delete/Indent Left/Right, Move Up/Down and Calculate Tasks
Generate Quote
Generate various task reports
Tasks also appears in the employee ToDo lists. For more information on ToDo Lists see the ToDo section of this manual.
35.1.2 Task is optional. You can choose to use or not to use Task on a Job.
35.1.3 To enter a standard Task, go to Lookup Tables -> click Task + Quote + Invoice Text
35.1.4 To open the task screen, go to Job / Project -> click Task tab