Updated 12 December 2016
We identified in our Tasks Overview that our tasks are split across three types, and each can be managed in the same way.
There are three main areas that we will want to manage/edit within our tasks information pane;
Double click the task > details show in lower viewing pane
Right click and select ‘Open Task’
The Changes & Comments section provides additional information relating to the status and progress of the task. This includes default entries, for example ‘Created’ and manually added comments.
To add a comment, select ‘Add Comment’ > enter comment in box > (optional) to attach a file, select ‘Attach File’ > ‘Save Comment’
Ticking the ‘Basic’ box reduces the information displayed in the tasks history. By enabling this function, only the tasks status history and added comments will be displayed.
The ‘Adding Jobs’ function is not available to all companies…
Jobs can be added to tasks allowing us to create a detailed job list, in relation to a particular task.
A task cannot be updated as complete until all the jobs in that task have been completed.
If given permission, contractors will also be able to add jobs to tasks. Companies will then be able to review the job list and authorise all or some of the jobs to be completed (in the future/more info).
Select ‘Add Job’ > job can be added with ‘Use Schedule of Rates’ option, or ‘Enter Custom Job’ option:
Right click job to edit > Select ‘Edit’ > edit as required > ‘Save Job’
Right click job for deletion > click ‘Delete > ‘Delete Job’ in the pop up box
double click job for deletion > click ‘Delete Job’
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