Recurring tasks, and closing finished work

How many times have you created the same task this year? Monthly site checks. Weekly reports. Regular calibrations.

Recurring tasks

Choose a repeat interval, then an end date or a number of occurrences. Preview the tasks before you save them. You can create recurring tasks from a project or from the schedule.

Close what's finished

Closing a quote item also closes the items and tasks beneath it. Time can't be booked from the closing date onward.

Invoice status emails

Your administrator can set up emails to selected people when an invoice changes status.

Also new

• Save filter sets on your invoice list, and filter invoices by project manager.
• A new permission controls who can edit approved or posted invoices.
• Filter quote items, even on very large projects.

Learn more about creating tasks, creating tasks from the schedule, editing and closing tasks and invoices.