Key Convert Tasks Form

Use the Key Convert Tasks form to change, move, or combine task number data in Ajera CRM.

Location

To display the form, complete the following step:

From the Ajera CRM Navigation menu, click Utilities > Key Conversions > Tasks.

Contents

Field	Description
Combine Existing Tasks	Select this option if you want to consolidate existing tasks. Ajera CRM allows you to enter an existing project number in the New Project field.
Project	Select the project number that you want to change.
Phase	Select the phase that you want to change.
Task	Select the task that you want to change.
Name	This field displays the name of the project. Click this field to go to the Project Info Center, where you can modify project data.
New Project	Enter an existing project number if the Combine Existing Tasks option is selected. Enter a new project number if the Combine Existing Tasks option is cleared.
Phase	Select the new phase.
Task	Select the new task.