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A Memo task is similar to a PO task, except it doesn't have any line
items. A Memo task is different from a Reminder task in that a Memo task
will change to In Progress status and are sent to SupplyPro suppliers/trades
when they are submitted (started). You use a Memo task for things like
calling back a contractor to finish some work after an inspection has
been completed or notify them to measure ahead of time for things such
as cabinets.
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If any of the fields mentioned
in the steps below do not appear
on your screen, that means that your organization is not using that feature
of BuildPro. For any questions about this feature, contact your BuildPro
administrator. |
To add a Memo task:
In the New Task Name
field, type the name you want assigned to this task. Click the Stage field and select the stage where this task
should appear. In the Request Date
field, type the date this task
is needed. Complete the Lead Time
and Duration
fields with the appropriate
information. Click the Supplier
field and choose the supplier
for this task. If
available, complete the Reference
Number field. In the Supplier Instructions
field, type any relevant notes. If needed, change the Schedule
Change Reason field and the Schedule
Change Supplier field. In the Schedule Change
Notes field, type any notes
documenting why the schedule was changed. Click the Add Memo
Task button to add the task to the schedule, or
click the Submit Memo button to
send the Memo task to the supplier.
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