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 client about the entire project entered by the client from their Customer Portal or by a user on the Instructions - Project tab.

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 .

Instructions for the vendors about the entire project entered by a user on the Instructions - Project tab.

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  .

Instructions for your users about the entire project entered by a user on the Instructions - Project tab.

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  .

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 .

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  .

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.