Introduction
Administration
Vendors & Partners
Purchase Order Views
Submitting an Invoice
Construct Schedule
Task Notes for Vendors
Payments/Remittance Advice
Vendor Export POS
Project Management
Purchasing and Estimating
Invoicing
Items
Introduction To Items
Navigating Items
When to Create a New Item
Unit of Measure
PO - BoM on Purchase Orders
Cost Model - Budgets
Bulk Item Creation and Modification Tools
Items FAQ
Attributes
Item Costing & Primary Vendors
Classification Codes
Creating Styles/Pallets/Storyboards
Jobs/Projects
Non-Job Purchase Orders
Construct
Introduction To Construct
Apply a Schedule - Prepare
Manage Construction Templates
Construction Dashboard
Delay Notes
Undo Task
Plan - Assign Start Date
Subtasks and Worksets
Task Notes
Sales
Sales Document Configuration
Sales Model Template Configuration
Sales Regions
Update Upgrade/Option Pricing
Docs
Introduction to Docs
Uploading a Document
Configuring Categories and Types
Bulk Permission Assignment
Reporting
Warranty
Introduction to Warranty
Accessing and Navigating the Warranty Module
Dashboards
Reviewing and Triaging Warranty Requests
Creating Warranty Requests
Find and Manage Warranty Jobs
Managing Warranty Requests
Managing Deficiencies and Work Orders
Closing Warranty Requests
Accounting
- All Categories
- Construct
- Task Notes
Task Notes
Task notes are used to track communication at the task level on a construction schedule. Task Notes can be created from the job task list or the all task list from the notes icon on the task.
There are two types of tasks
- Manually Entered Task Notes
- Automatically Task Notes Notes
Manually Entered Task Notes
Users can manually enter a task note by click on the task notes icon, which will load up the "Add Note" screen.
Users then enter the note into the notes section
Flag the note as visible to internal users or visible to vendor. If the visible to vendor is selected, then the note that is created will be available to the vendor on the vendor schedule.
Click save and the note will be added to the notes history tab.
Automatic Notes
Actions that trigger automatic notes
- Changing the date
- Locking/Unlocking dates
- Confirming/Unconfirming dates
- Start task
- Complete task
- There are additional notes that are also auto-generated
Automatic Notes can be identified by the Type, notes with the tag "Note" are manually created, all other notes are automatically generated
