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35.6 Edit/Delete/Filter Task

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35.6.1 Edit Task

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To edit/modify an existing Task, right-click a Task or double-click the Task code to open the Task item screen

 

35.6.2 Delete Task

 

To delete an existing Task, right click a task and select Delete. You cannot delete a Task that has Timesheets entered against it.

 

35.6.3 Filter Task

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Use either Task filter or Task Detail 'Filter CB Code/Ref/Group' to filter Tasks.

 

Task filter

Go to Ribbon Menu -> Main -> Task

Select from the filter options to find what you are looking for then click Filter

 

35.6.4 Task Detail 'Filter CB Code/Ref/Group'

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Go to Ribbon Menu -> Job/Project -> Task tab

If the Task screen shows the Task List first, click 'Show Detail' button

If the Task screen shows the Task Detail then select the code on the 'Filter CB Code/Ref/Group' dropdown