The task card can be accessed from the search pages or from the list of tasks for a company or from the list of tasks for an equipment or from the planning module etc.
The map at the top may be hidden. The 3 columns with fields are configurable, by using a layout.
On the frontpage of the task card we find various buttons.
Edit: To edit the task
Quickedit: To quickedit the task, you can only change the most commonly edited fields
Change attachment: Here you can change which company or unit the task belongs to, and change work area and morFede; these fields are seperate for the normal editing because changing them may have far reaching consequences
To pool: Here you can send the task to a pool; a pool is just a collection of task
Close task: To close the task, if it is already closed then Reopen task or Undo close or Approve buttons may appear instead
Create...: From here you can create other objects that are connected to the task
Transfer to quotation: This will create a new quotation based on the task
Print: Print out the current task
SMS: Send an SMS from the current task
To template: Make a template out of the current task
Invoice now: Send an invoice to the company you are carrying out the task for
Copy: Make a copy of the current task; if the task is a project the subtasks will also be copied ; you will be asked which other data to copy (files, product use, equipment attachments)
Save as PDF: Save the task as a PDF-file
Go back: Go back to the previous page where you searched for tasks
To project: This allows you to assign the task to a project; for more on projects, please refer to the Project module