Setup projects

Task dialog overview

Use the
Task
 dialog to add and update task information on a client’s project.
There are several ways to access the Task dialog:
  • Open the
    Manage Projects
     screen (Actions > Manage Projects) and go to the Project Tasks tab. Right-click a task and choose either
    Edit Task
     or
    Add Task
     from the context menu.
  • In the
    Clients
     screen (Setup > Clients), select the client whose tasks you want to update and select the
    Edit
     button. On the Projects tab, select the task that you want to update and select the
    Edit
     button.

This article applies to:

  • Product: DT Practice