Task Entry Details Tab

Modified on Wed, 24 May 2017 07:25 by Ryan Horne — Categorized as: Task Management

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General Information¶

The Detail tab provides and overview of progress on the task and shows the information from the task creation and task defaults. Some fields can be edited here by clicking on the Edit icon from the task entry screen.

Task Detail tab - Click for full image

Fields/Filters¶

% Complete: The percentage of completion for the task.

Ext Auth Req: Check this box if external authorization is required for this task.

Auth Number: The authorization number (if required).

Alert at: The number of minutes.

Respond by: The latest date that the task needs a response.

Due Rate: The date the task needs to be completed.

Flat Rate: Enter an amount if you wish to charge one flat rate for the entire task.

Mileage: The mileage to the location. This field will be automatically populated.

Drive Time: The drive time to the location. This field will be automatically populated.

BackCharge To: The BackCharge field by default will be filled out with the Builder Organization from the linked connection information. If there is no builder filled out, you can manually enter one.