Setup
You will need the following permission in your security group:
can see my tasks or can see all tasks
can view pricing information
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add additional information and images under these arrows.
How to add a product to a task
1. Open the Work tab on the task and click + CHARGE.
1. Open the Work tab on the task and click + CHARGE.
2. Select the Product and click Create (or Create and add another).
2. Select the Product and click Create (or Create and add another).
Adjust Description, Quantity, Cost Price, and Sell Price if required.
