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Step One: Click the  button


Step Two: Select or add Employee to perform task


Step Three: Select or add Department to perform task


Step Four: Select or add Description of task


Step Five: Populate Notes field (optional)


Step Six: Populate Task field


Steps six, seven, and eight: Click the little calendar icon and then select date – then click the red [X] to return to the Order Entry Screen


You should now see the Task indicator turn from gray to orange to indicate a task has been assigned to this order

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You can also call us at 802-257-5188 to schedule a demo.