Add tasks to projects and clients

Before you start

Make sure you're assigned to a permission group that has
Project Manager
enabled.
Tasks are typically tied to projects, but you can set up independent tasks related to a client and select them when entering time.

Add a task to a project

In Onvio Centre select
Setup
, then
Clients
.
Select
Edit
next to a client in the list.
Go to the
Projects
tab.
Select
Add
, then
Task
.
Select an existing
Project
.
Enter the
Order
of the task.
Choose if this is a staff-facing task or client-facing task.
If this is a staff-facing task, you need to select an
Application
, and
Status and Dates
.
If this is a client-facing task, you can send a
Document Request
which also needs
Status and Dates
selected.
Enter a
Name
.
Make changes and select
Save and close
. Or, if you're ready to send the document request, select
Send and close
.

Add a task to a project template

In Onvio Centre select
Setup
, then
Project Templates
.
Select
Edit
next to a project template in the list.
Go to the
Tasks
tab.
Select
Add
.
Enter the
Completion Order
of the task.
Choose if this is a staff-facing task or client-facing task.
If this is a staff-facing task, you need to select an
Application
, and
Status and Dates
.
Enter a
Name
.
Make changes and select
Save and close
.