Task Options

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Task Options on Desktop

Set up Tasks by going to File->List Management->Quotes, Jobs, & Invoices->Task Options

Create Tasks, Task Categories, or Task Lists,

Use the following link to learn more about Task Options: Setting Up Tasks


Task Options on Portal

Set up Tasks by going to More ->List Management-> Quotes, Jobs, & Invoices->Task Options

and then to Create Tasks, Task Categories, or Task Lists.

Use the following link to learn more about Task Options: Setting Up Tasks