Issue:
User would like to update the defaulted information showing up in the Job’s tasks.
Resolution:
To update the Job Tasks defaults, go to:
SedonaSetup > Job Types in the JM area
Locate the Job Type being used and select it from the Job Types list
Select the Job Tasks tab
Select the Task that needs to be updated
If the Job Task needs to be updated, select the task from the list then open the dropdown menu next to the Job Task field to find a new task
If the Job Status related to the Job Task needs to be updated, select the task from the list then open the dropdown menu next to the Job Status field and find a new status
If a task needs to be updated to include Invoice, select the task from the list and mark the box labeled Invoice to indicate that an invoice needs to be created when the task is approved
If the default order of the Job Tasks needs to be updated, then select the Task from the list and then use the Green Up and Down arrows to move the task to a new order position
