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 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.

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 . A window with a text box appears. Enter the text into the text box and click .

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

Instructions about this individual task intended for your providers.

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

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

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 .

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 . A window with a text box appears. Enter the text into the text box and click .

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 .

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.