Generating tasks
How yo generate tasks from your Estimates.
Generating Tasks
- Once you have Imported a take-off either your own take-off or your merchants take-off, you can generate tasks from each of the items in your Estimate
- Click the three dots on your Project under the heading Actions
- Select Generate tasks
- Select Generate tasks
- Under the Tasks heading you will see your newly generated Tasks with the estimate name
- Click the > to expand and display the sub-tasks
- Once the estimate status is 'Imported', the tasks will be available for your workers to timesheet against
- You are able to arrange tasks to suit the order you wish to complete the project in.
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