Setting Up Job Phases, Tasks and Steps

A job can be divided into three levels of activity: phases, tasks and steps. There are no limitations on the number of activities. You do not have to use all three kinds of activities for every job. They are options that provide flexibility.

To Set Up Job Phases, Tasks or Steps:

  1. Open the Phases or the Tasks or the Steps window, depending on which type of activity you want to set up.

  2. Fill in the fields in the window. For Help about a specific field, click the field and press F1.

Related Topics

Viewing Job Phases, Tasks and Steps

Assigning Activities to Job Journal, Sales or Purchase Lines