How do I add/remove steps?

Job Checklist

Create a checklist with the tasks that need to be completed to finish a job.

Adding a step to a job

1. Open Connect Project Accounting > Jobs > Modify Existing Jobs.

2. Click to select the Steps tab.

 

Steps tab in Modify Existing Jobs

 

3. Click Add a New Job Step.

 

Add a New Job Step button in Modify Existing Jobs

 

4. Enter a Step.

This is the name of the step.

 

Step Description

 

5. Set up the Required checkbox.

If a step must be completed to finish a checklist, click to select the checkbox titled Required. If the checklist can be finished without completing this step, do not select the Required checkbox.

 

6. Skip the fields for Completed, Completed By, and Completed Date.

You'll fill in these fields when the step is finished.

Updated 10Jan2018

 

Removing a step to a job

1. Open Connect Project Accounting > Jobs > Modify Existing Jobs.

2. Click to select the Steps tab.

 

Steps tab in Modify Existing Jobs

 

3. Use the steps list to select the step to delete.

 

Steps List

 

4. Click Remove the Selected Job Step button.

 

Remove the Selected Job Step button

 

The step is removed from the job checklist.

Updated 10Jan2018

 

Changing step order

1. Open Connect Project Accounting > Jobs > Modify Existing Jobs.

2. Click to select the Steps tab.

3. Use the steps list to select the step to delete.

 

Steps List

 

4.  Click the Up or Down arrow to change the step order.

 

Up/Down button in Modify Existing Jobs

 

Updated 11Jan2018