Follow the steps below to add a Task.
Navigate to Tasks configuration (TimeXpress > Administration > Tasks).
Select the Application Type Code where you’d like to create a new Task.
Click the Add New Task tab. The tab appears as shown below:
Input the task details in the fields provided. Note that the Task Code and Task Name fields are required.
When you are ready to save the Task, click Add.
The Tasks screen refreshes, with the task added to the Tasks List. To edit the task, select it from the list. The Edit Task tab displays the task details as shown below:
Some fields cannot be edited here. If you made any changes to the editable fields, click Save to save the changes.
You can delete the task by clicking Delete from the Edit Task tab.
There are also options to view the Monthly Budget Plan, Beginning Balance, and Adjustment of Disbursed Amount.