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Tasks are the
basis for estimating, scheduling, job costing, billing,
and job profitability reports
Since they serve so many functions, they’re very
important. Your tasks are completely customizable. The
tasks you add to your Task Table reflect the diversity of
the work you do. That’s why no two companies have
the same tasks. Tasks are flexible. Every job has at
least one task, but may have dozens.
The task table is a central warehouse for every task
you’ve ever used, or will use. The task table itself
may contain hundreds of tasks. Each task has standard
details, or defaults, that are copied to your jobs. This
information, including sales tax settings, markups, and
billing rates, automate much of your job tracking. You
can add new tasks, make changes, or delete tasks anytime,
for any reason.
A task is identified with a 4-letter code. The task code
can contain any combination of letters or numbers (or
both). Every task has a name that appears on estimates,
invoices, and reports. Clients always see the name, not
the code. Task codes are customizable.
To see the Task Table
1 Choose Setup > Task Table.
At first the Task Table only shows active tasks. Since
tasks can’t be deleted if they exist on old jobs, you’ll eventually
have a lot of obsolete tasks on the Task Table. These outdated tasks
can be made “inactive” to keep them off the Lookup
List and the task
list. This helps prevents old tasks from being inadvertently used
on new jobs. To see both active and inactive tasks, click the Show/Hide
button.
Several tasks can be made inactive (or vice versa) by
selecting them with your mouse, then clicking the
button.
To add a new task to the Task Table
1 Click the add
Task button, or choose Edit > Add New
Task.
2 Enter the new task’s details, then click
Save.
Once a new task is saved, it appears in the Task Table
for others to see and use immediately.
To edit a task on the Task Table
1 Click on a task to select it,
2 Click the edit
Task button, or double-click on a task in the
Task Table.
3 Make any changes to the task, then click
Save.
Changing a task here doesn’t affect existing job
tasks -- unless the “update existing tasks”
option is checked. This option finds this task on all of
your existing jobs, then changes the job tasks
one-by-one. Don’t select this option unless you want
task information on old jobs changed.
To delete a task from the Task Table
A task can be deleted from the Task Table as long as it
isn’t used on any job.
1 Click on a task to select it.
2 Click the delete
Task button, or choose Edit > Delete.
To print a task list
1 Click the print
button, or choose File > Print Tasks.
Tasks will be arranged by group, then sorted
alphabetically by task code.
A task list can also be printed from the task table
lookup list. To print a task list from the Lookup List
window, click the Print button. Tasks will be sorted in
the same order as the Lookup List window (which you can
change by clicking on the window’s column headings
before printing), but without groups.
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