Task window overview

Use the
Task
window to add and update task information on a client's project.
Use the
Task
window to add and update task information for a client project.

How to access the Task window

You can access the
Task
window in several ways:
  • Open the
    Manage Projects
    screen by choosing
    Actions
    Manage Projects
    . Select the
    Project Tasks
    tab, right-click a task, and then choose
    Edit Task
    or
    Add Task
    from the shortcut menu.
  • In the
    Clients
    screen, choose
    Setup
    Clients
    . Select the client whose tasks you want to update and select
    Edit
    . On the
    Projects
    tab, select the task you want to update and select
    Edit
    .