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The Apply Template Changes - Add Tasks page
allows you to select a task(s) from the template to be added to all active
jobs created from the template. Note that the task must be added to the
template first from one of the methods found on the left nav (Wizard,
Direct, or Multiple).
To add a new task(s)
to active jobs:
Select
the Stage from the Stage filter
or select All Stages. Choose
Memos and Reminders or PO Task Types from the Select
Task Type filter. Note that PO
task types may not be added to jobs that were created via integration.
These tasks must be entered via the accounting system. A warning message
will appear if this is the case. Click
the check box under the Select
column to indicate the task(s) to add to active jobs. Click
the Add Tasks to Jobs button.
A popup window will
appear to guide you through the process of adding the tasks to active
jobs. Choose whether to apply to All Active and Hold Jobs or Select Jobs
from a list. The new tasks will be added to all jobs you have chosen.
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