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For a description of the three left-hand panels and the response buttons, click here: Main Data - Quote.

Instructions TaskIn the Instructions tab, you can review instructions about the overall quote 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 that special instructions are included in the Instructions tab:

Instructions Message

Special Instructions
From Customer
Quote

Instructions from the customer about the entire quote entered by the customer from his/her Partner Zone/Portal or by a user on the Instructions - Quote tab.

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

Quote Task

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

To enter the instructions specified by the customer, click Edit Icon. A window with a text box appears. Enter the text into the text box and click Save.

For Provider
Quote

Instructions for the providers about the entire quote entered by a user on the Instructions - Quote.

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

Quote Task

Instructions about this individual task intended for your providers.

To enter the instructions intended for the providers, click Edit Icon . A window with a text box appears. Enter the text into the text box and click Save.

Internal
Quote

Instructions for your users entered about the entire quote entered by a user.

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

Quote Task

Instructions about this individual task intended for your users.

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

Notes
Payment Note

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

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

Notes

Information about the individual task visible to all responsible parties.

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

Dashboard Note

If the quote is converted into a project, an entry is added to the Dashboard Notes tab in the dashboards of all responsible parties.

 To create a dashboard note, select the tickbox.

SaveClick to create the task.
CancelClick to terminate the task creation.