Add Time and Materials to Job Tasks

Who can use this?

Platform: Web        Plan: Plus        

To allocate your line items to Tasks:

  1. Head over to the Cost tab in the Job.
  2. Select your line item.
  3. Click the Task field on the line item and choose the relevant Task.
  4. Select OK.
  5. Save to finalise your changes.
Note: You can also assign the Task when adding the line item to the Job. To do so, just select the "Task" field in the new item preferences.

Want to know how to create Tasks? Check out Creating Job Tasks.

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