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 click 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 click the Edit button. On the Projects tab, select the task that you want to update and click the Edit button.