Procedures for Phase and Task Records

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related topics:

  • Pin the Phase Task Lookup
    After you display the Phase/Task lookup, which lists all the phases and tasks defined for the current project, you can pin the lookup to keep it displayed as you work in the Project Info Center.
  • View Phase or Task Details
    The Phase/Task lookup lists the phases and tasks defined for a project. In the Project Info Center, you can use the Phase/Task lookup to view record details for a specific phase or task. In other areas of Ajera CRM, you can use the Phase/Task lookup to enter a phase or task in a Phase or Task field.
  • Populate the List or Detail View in the Project Info Center with Phase and Task Records
    Use the Advanced Project lookup to populate the List View or Detail View of the Project Info Center with project, phase, or task (work breakdown structure (WBS) 1, 2, or 3) records.
  • Add a New Phase Record
    You can add new phases to a project record at any time.
  • Add a New Task Record
    You can add new tasks to a project or phase at any time.
  • Create a New Phase from an Existing Phase
    You can base a new phase on an existing phase.
  • Create a New Phase or Task from a Project Template
    You can create a new phase or task from a project template. You can add a new phase or task to a project at any time.
  • Create a New Task from an Existing Task
    You can base a new task on an existing task.
  • Copy a Phase or Task Record
    You can copy a project's existing phase and task information to create additional phases and tasks for that project.
  • Modify a Phase or Task Record
    Use the Project Info Center form to modify phase or task records. If you need to update the same data in multiple records, use the Search and Replace utility.
  • Associate a File Link with an Info Center Record
    You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
  • Add an Address to an Info Center Record
    You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can add an address to a client or vendor record at any time.
  • Delete an Address from an Info Center Record
    You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can delete an address from a client or vendor record at any time.
  • Delete an Info Center Record
    When you delete an Info Center record, you permanently remove it from the Ajera CRM database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
Parent Topic: Project Info Center Overview