How to Add a Task

Posted by Genny Stevens on Dec 1, 2014 1:00:00 PM

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A job is the overall project you are working on, and each job is comprised of tasks. Every job must have at least one task if you want to record time on that job.

This video shows you how to add and manage tasks. Tasks are the activities of jobs which reflect the time staff spend on doing things to complete the job - like planning or design. Tasks need to be added to your WorkflowMax account before allocating them to jobs. 

See the Managing Tasks or Detailed Job videos for more detail on how to use tasks with jobs.

For further details, go to the Setting up your tasks topic in the WorkflowMax help centre.

Topics: Quotes and jobs

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