Template Management

Task Update: Supplier

The Task Update: Supplier page lets you designate suppliers for multiple tasks.

 

To filter the tasks appearing in the list.

  1. If needed, click the Template link and select a different template.

  2. Change the Stage, Status, Task Type and Supplier fields as needed. Your task list opens.

 

To designate suppliers:

  1. In the New Supplier column, next to the desired task, click the drop-down box and choose the appropriate supplier.

  1. To add materials or services to a task, click the task name link to open the Template Task page.

  2. Click Update Template.

 

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