Manage Project Tasks

The Project Task functionality in SapphireOne allows you to filter, analyse, view, modify, and create new tasks within a Job Project. This guide will teach you how to manage tasks effectively, ensuring accurate tracking and reporting. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Project Task.
2. Click on the New item icon on the main toolbar.
3. Select Task from the drop-down menu.
4. Fill Out Necessary Form Elements:
   • ID – Automatically generated by SapphireOne.
   • Prefix – Optional, can be entered or revised at any time.
   • Project – Enter the Job Project ID (wild card searchable).
   • Type Drop Down Menu – Select Task.
5. Save the form immediately after completion.
6. Reopen the form to ensure all compulsory fields are filled.

For more detailed instructions, please refer to the Job Projects > Job Projects > Project Task article.