Visma Net
Create a project template task
- Go to the Project templates (PM208000) window.
- Click
. - In the Template ID field, select the template you want to create a task for.
- In the Task ID field, enter an ID for the new template task.
- In the Description field, enter a short description for your task.
- Go to the General settings tab.
- In the Invoicing option field, click the drop down and choose between:
- By invoice period
- On task completion
- On project completion
- Click
.
Use the other tabs to customise your new project template further.
Related concepts
About the calculation of task completion percentage
About templates for projects and tasks
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