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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 . 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 modify.
Click to apply the modifications.
Click to terminate the modification process.