Adding Tasks to an Estimate

You can add tasksTasks are the labour components of a job - the activities that staff perform as they work to complete the job. Time can be recorded against specific tasks, and those tasks will display as line items on the invoice. A job must include at least one task if time is to be recorded against that job. to an estimate individually or several at a time. Adding several tasks at a time may be convenient if most of them use the default features and settings – you can always come back later to make specific changes, if required.

Before you begin

Before you can add a task to an estimate you must first create the task. For further details, see creating a task.

Adding tasks

Adding a task to an estimate

Adding multiple tasks to an estimate

Related Topics Link IconRelated Topics