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Module: Specific Tasks

With Specific Tasks, you can choose a subset of the generic Tasks that will be available for a project, a sub-project, a customer or an employee.
You can also decide to have no task at all for the project, sub-project, customer or employee.

Add specific tasks to a project, a sub-project, a customer or an employee

  1. Go to the page of the project, sub-project, customer or employee (read how)

  2. Add the module Specific Tasks if it is not already there (read how)

  3. Click Add a new task

  4. Pick the task you want to add from the list

  5. Repeat from step 3 if necessary

Specific tasks inheritance and priority order

When you set Specific Tasks for a customer, all its projects will share the same tasks.
You can set Specific Tasks, for a project and even sub-project of that customer too, to handle some exception if necessary.

The priority order is as followed: 

The system will look for specific tasks on sub-projects, then projects, then customers, then employees and finally will take the tasks defined on your company if no specific tasks were found.

No task on a project, sub-project, customer or for an employee

You may also decide to disable task selection for a specific project, sub-project or customer. In this case:
  1. Go to the page of the project, sub-project, customer or employee(read how)

  2. Add the module Specific Tasks if it is not already there (read how)

  3. Check the "Do not use tasks for ... " checkbox

Back to generic tasks

If you want all generic tasks available for a customer, a project, a sub-project or an employee, just delete all the Specific Tasks entries in the corresponding screen.