Tasks are added and edited using the Project Maintenance screen
Navigate to the client and project for which you want to add a task. Click on the Project and the Project Maintenance screen will appear.
- To add a task to the selected project, click on the Add Task button and the Task Quick Add screen will appear.
- Enter the task name.
- By default, the start date will be today’s date. You have the option to change it using the calendar.
- By default, the Billable box will be checked if the associated Project is billable and unchecked if the associated Project is a fixed price. To change billable status of the task, simply check or un-check the box.
- When you are done, press Save.