Help:DMCommon-Edit Task Profile: Difference between revisions

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Update Task Profile


This screen allows you to add, modify or remove a Task Profile.


Note If you are adding a new Task Profile, you must first press the [Add] button and then edit this entry to add the profile elements.


File:DMCommon-Edit Task Profile.PNG


Profile Type: Select the type of Profile you wish to create.

(o) Job-Related This profile is used to populate this set of tasks to a Company Job.

(o) Customer Time-Line This profile is used to print out a date-sensitive time line of the common tasks that your customer needs to do to help them prepare for the move.


Description: Enter the description of this Task Profile. This description will be used to both locate and identify this Task Profile.


Useage: This is a text box into which you can add any notes of information about this Task Profile to help you differentiate similar profiles.


Profile Task Elements: The Profile Task elements are displayed in a standard list box.


[Insert] Press this button to add a new Task Profile Element.


[Edit] Press this button to change the highlighted Task Profile Element.


[Delete] Press this button to remove the highlighted Task Profile Element.


[Save] Press this button to save the Task Profile changes made on this screen.


[Cancel] Press this button to ignore any changes made on this screen and return to the previous screen. Note that any Task Profile Elements which have been added, modified or deleted will not be affected by this button.


[Help] Press this button to call the Help Screen.