Adding tasks and sub tasks

How to Add tasks to a project. Tasks are what your workers will timesheet against.

Adding Tasks

• Select Tasks 

• Select + Add task and start populating with your task 

• Select Add 

• Once added you can create sub tasks off the main task. To do this click the + button next to your task. You can create as many sub tasks as you need. This includes a sub task within a sub task. 
• You can nest tasks, by dragging a task and bringing it under another task you can drop it and it will now become a sub task.

Budgets and Quotes for tasks/sub tasks

• On each Task and sub task you can add a Budget and Quote
  • Select your Task or sub task 
  • Select the Financials heading 

• To create a Budget and Quote for your task, select Create a budget/quote

• Populate with your Budget costs and repeat for your Quote costs

• Once updated, select Create a project budget version, displayed in the blue box

• This will take you to the financials under the Details heading where you will have Version 1 of your Budget and Quote.
  • As you update your Estimate further this blue box will appear, prompting you to create new versions of your Budget and Quote.