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On this page you can modify information such as the specialisation required for the tasks and the tasks' start date and deadline as well as include any special instructions. 

To modify, first select the tickbox of the desired information field

Name

The new name to be applied to all selected tasks.

Enter the text into the field.

Specialisation

A qualification such as knowledge of medicine or law terms required for the jobs in the tasks to be performed.

Click on the drop-down list and select a specialisation.

  • If the selected specialisation is included in a rate defined in the customer's price profile, you can have that rate be applied to and recalculated in any of the existing receivables in the tasks. To do so, click .
  • To create a specialisation, go to  Configuration > System Values > Specialisations.
Workflow

The specific workflow to be used for the tasks.

Click on the drop-down list and select a workflow.

To create a workflow, go to  Configuration > Workflows > Workflow Definitions.

Start Date and Time

The date when the tasks need to begin.

Manually enter the deadline in the appropriate date format set in System   Configuration or click  calendar and select from the calendar.

Deadline

The date when the tasks need to be completed.

Manually enter the deadline in the appropriate date format set in System   Configuration or click  calendar and select from the calendar.

Client Task PO Number

The client's own task Purchase Order number to be appended to the tasks.

Enter the information into the field.

Place of Event

The location of the event related to the tasks.

Enter the text into the field.

Date and Time of Event

The date and time of event related to the task.

Manually enter the deadline in the appropriate date format set in System   Configuration or click  calendar and select from the calendar.

Purpose and Use of Translation

The reason behind and intended application of tasks' results

Enter the text into the field.

Target Audience

The audience for whom the results of the tasks is intended.

Enter the text into the field.

Style

A distinctive characteristic made in the results of the tasks, such as a formal register.

Enter the text into the field.

Overwrite Discounts / Surcharges

The new discount or surcharge to be applied to the receivables in the tasks. If a task's receivable has any existing discounts or surcharges, they will be overwritten by the discount or surcharge selected on this page.

Click on the drop-down list and select an item.

To create a discount or a surcharge, go to Configuration > System Values > Discounts & Surcharges.

VAT Rate

The consumption tax rate to be applied to the customer's charges.

Click on the drop-down list and select a rate.

To create a VAT rate, go to System > Configuration > System Values > VAT Rates.

Special Instructions from Client

Instructions from the client about the tasks entered by a user on the client's behalf.

Enter the text into the text box.

The instructions in this field are only visible to you, other users at your company and your client.

Special Instructions for Vendor

Instructions about these tasks intended for your vendors.

Enter the text into the text box.

The instructions in this field are only visible to you, other users at your company and your vendors.

Internal Special Instructions

Instructions about these tasks intended for users at your company.

Enter the text into the text box.

The instructions in this field are only visible to you and other users at your company.

Notes

Information about the tasks visible to all responsible parties.

Enter the text into the text box.

Payment Note for ClientInformation about the payment of the task only visible to you and other users at your company.
Dashboard Note

An entry added to the Dashboard Notes tab in the dashboards of all parties.

To create a dashboard note, select the tickbox.

Click to return to Project - Multiple Change.
Click to advance to Project - Multiple Change - Edit Confirmation.
Click to terminate the modification process.
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