For a description of the three left-hand panels, click here: Main Data - Project. | |
In the Instructions tab, you can can review instructions about the overall project and include 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 user can see what message. 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: | |
Special Instructions | |
From Client | |
The instructions in this column are only visible to you, other users at your company and your client. | |
Project | Instructions from the client about the entire project entered by the client from their Customer Portal or by a user on the Instructions - Project tab. This field cannot be modified here. To modify, go to the Instructions - Project tab. |
Task | Instructions 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 | |
The instructions in this column are only visible to you, other users at your company and your vendor. | |
Project | Instructions for the vendors about the entire project entered by a user on the Instructions - Project tab. This field cannot be modified here. To modify, go to the Instructions - Project 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 | |
The instructions in this column are only visible to you and other users at your company. | |
Project | Instructions for your users about the entire project entered by a user on the Instructions - Project tab. This field cannot be modified here. To modify, go to the Instructions - Project tab. |
Task | Instructions about this individual task intended for users at your company. 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 task only visible to you, your client and other users 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 . |
Notes | Information about the task visible to all responsible parties. To enter any additional information, click Enter the text into the text box and click . . A window with a text box appears. |
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 modify. | |
Click to apply the modifications. | |
Click to terminate the modification process. |