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For a description of the three left-hand panels, click here: Main Data - Project.

In the Instructions tab, you can review instructions about the overall project and enter new necessary instructions about the given task. Certain information is only visible to specific users: the field that you enter the instructions into determines which users can see what messages.

When information is entered, a message appears in the task's Main Data tab notifying the user special instructions are included in the Instructions tab:

Special Instructions
From Client
Project

Instructions from the client about the entire project entered by the client from their Customer Portal or by a user at your company on the client's behalf.

This field cannot be modified. To modify, go to the Instructions tab.

Task

Instruction from the client about the individual task entered by a user on the client's behalf.

To enter the instructions specified by the client, click . A window with a text box appears. Enter the text into the text box and click .

For Vendor
Project

Instructions for the vendors about the entire project entered by a user at your company.

This field cannot be modified. To modify, go to the Instructions tab.

Task

Instructions about this individual task intended for your vendors.

To enter the instructions intended for the vendors, click . A window with a text box appears. Enter the text into the text box and click  .

Internal
Project

Instructions for your users about the entire project.

This field cannot be modified.  To modify, go to the Instructions tab.  

Task

Instructions about this individual task intended for your users.

To enter the instructions intended for the users, click . A window with a text box appears. Enter the text into the text box and click  .

Notes
Payment Note for Client

Information about the payment of the individual task only visible to you, other project managers at your company and your client..

To enter any additional information, click . A window with a text box appears. Enter the text into the text box and click  .

Notes

Information about the individual task visible to all responsible parties.

To enter any additional information, click . A window with a text box appears. Enter the text into the text box and click  .

Dashboard Note

Select to have an entry added to the Dashboard Notes tab in the dashboards of all responsible parties.

To create a dashboard note, select the tickbox.

Click to create the task.
Click to terminate the task creation.