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.

To pin the Phase/Task lookup, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Projects.
2. On the Project Info Center form, click the Phase/Task icon. Ajera CRM displays the Phase/Task lookup. Only the phases and tasks that belong to the current project display in the lookup (in descending order).
3. Click to pin the lookup so that it remains visible while you have records open on the form.
4. To see data for a different phase or task, click its identifier on the lookup.