Task Procedures
Use these procedures when working with tasks.
Related topics:
- Add a Task to a Job
If you need to add a task to a job, you can do so from the Financials page. - Delete a Task
You can delete a task from a job on the job's Financials page. - Add a Milestone to a Job
You can add a milestone to a job on the Financials page. - Delete a Milestone
If you need to delete a milestone, find the job to which it is related, and then go to the Financials page Time tab. - Allocate Resource Time Using Quick Schedule
You can go to the Time tab to allocate resource time directly. - Edit Resource Time Using Quick Schedule
You can edit resource time directly on the Time tab. - Search for a Task
You can easily find tasks using the Task Search page. - Move a Task within a Stage
You can move a task within a stage. - Move a Task Out of a Stage
You can move a task out of a stage. - Reorder Tasks within a Stage
You can reorder tasks within a stage. - Rename a Task
You can rename tasks. - Delete a Stage
You can delete stages that have no tasks within them.
Parent Topic: Jobs Procedures