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Tasks

How to create Tasks in Projuno

Tim Mullen avatar
Written by Tim Mullen
Updated over a year ago

Tasks allow you to group various quote requests, quotes and invoices into a group of related items, that all relate to the same task.
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Think of a home renovation project. The project would be made up of multiple tasks, such as painting, plumbing, electrical. Each of these tasks has its own set of suppliers, which may be requested to provide a provide via a quote request. In turn, the suppliers may provide quotes, and invoices.
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To create a new Task, click the 'New' button, in the bottom right of the Projuno screen.

From here, select 'Task' from the pop up menu.

This will open a new slide out window, where you are able to set the Project that the Task is related to, Task description/name and the Task Due date.

By default, if you were within a Project when a new task button was clicked, the Project that was being displayed, will be selected as the Project to which the new Task would be assigned. This can be changed by clicking on the field, to display the list of Projects within your account, then selecting the Project you with to assign the task to.

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