Modifying Task Headings & Descriptions

While on-site, there will be times when you need to modify the pre-written heading or description of a task to make it suit your situation better.


You can quickly and easily adjust a task's heading or description directly from within the task screen itself.


  1. Access the catalogue
  2. Open the task you wish to modify and click 'Edit'
  3. Modify the Heading or Description
  4. Click Save


You can now add the task to your quote or click the green back button if the task is already available on your quote.


Please note: this change does not impact the template of the task and will only result in changing the task for that quotation.