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 TasksPlan and schedule tasks with this module. Store on-going or once-off tasks. Tasks do not have to be specific to a prospect, company, or job. They can be just relevant to an employee or multiple employees for example. The Tasks module is linked to various modules including Prospects, Contacts, Jobs/Projects and Calendar.  Tasks can be assigned to multiple employees or individuals. Costs can be assigned to tasks so that the amounts are deducted from customers budgets in the relevant job record.  On the Options screen you can do the following: Find tasks (based on Status field)... In progress Complete On hold Cancelled Find tasks (based on Duration fields)... Starting today Occuring today Finishing today Find late tasks You are not restricted to just finding records based on these buttons. On the data entry screen, clicking the 'Find' button allows you to find records based on any type of information. For the found set of records... Print mini list For the current task Duplicate task Detailed reports (for current found set)... Report by Responsible Report by Job Report by Job / Stage Report by Job / Responsible Summary reports (for current found set)... Report by Responsible Report by Job Report by Job / Stage Report by Job / Responsible |
 Note: Please email us if you have any questions about FileMaker Pro software or FileMaker templates. |
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