Add a Task to a Job

If you need to add a task to a job, you can do so from the Financials page.

To add a new task to a job, complete the following steps:

1. Access the Financials page Time tab:
   1. Click Menu > Jobs > Job Search.
   2. On the Job Search page, enter search criteria into the appropriate field(s).
   3. Click Search.
   4. In the Job Search grid Job # column, hover over the job number to which you want to add the task, then click to display the Financials page.
   5. Click the Time tab.
2. Select the stage under which you want the task to reside (optional).
3. Click .
   Tip: If the task is not located in the correct position, you can drag and drop it into the correct position.
4. In the Type column, choose Fee or Time from the drop-down. The default is Fee.
5. Enter the description and all other relevant details.
6. Click Update. Next Step: Allocate resources to the task. You can do this on the Time tab using Quick Schedule or by using the Staff Allocation tab on the Schedule page.