Create Tasks for Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to create new tasks for job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To create a task for a job conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation that you want to create a task for.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job with the conversation that you want to create a task for and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Task from the category drop-down list.
6. Highlight the conversation that you want to create a task for.
7. In the right pane, click Open the context menu for task card and select Create a new task.
8. In the Add new task dialog box, enter a Task name and select the applicable option for each field from the corresponding drop-down lists.
9. Click either OK or OK & open task card.