Completing the job entry > Tasks
The next section in the Edit Job window is Tasks. When you initially save a job in the calendar, RB9 can automatically create a task and set it to your default Task Type. A task is a part of a job that requires a separate resource (person, company, thing) to accomplish. In general, tasks are work that is performed outside your office by other parties. Work performed in-house is usually not considered tasks in RB9.
In my example below, you can see there is an Undefined task listed. (If you do not want RB to create a task automatically every time you save a job, that setting can be found in System Preferences.)
Click the default task listed to update it.
- In the Edit Task section, click to the right of the Task field, then select the type of task needing to be completed for this job.
You should be asked if you want to change the due date on task. Click Yes, and RB9 will calculate the due date. (If you are not asked that question, go to your BU setup and make sure all due days are set for all Task Types).
Click Save to return to the main screen of the job setup. You should now see the updated task.
If you have additional tasks to enter for this job, click and repeat this process for each task.