Generic projects allow you to track updates and manage work through notes and tasks within the project details page.
Follow the steps below to add notes and tasks:
Step 1: Click “Projects” from the main menu.
Step 2: Select a project with the “Generic” job type.
Step 3: In the “Notes List” section, click the “+” (Add Note) button.
Step 4: Enter your note in the pop-up. You can also add a Site Survey Public URL or Installation Photos Public URL, and tag users to notify them.
Step 5: Click “Save.”
Step 6: In the “Tasks List” section, click the “+” (Add Task) button.
Step 7: Enter the required task details in the pop-up, such as the Subject, Stage, Priority, and Activity Due Date. You can also select the “Send Reminder” option to notify the assigned user.
Step 8: Click “Save.”