Once your tasks have been defined, it is necessary to "assign" the tasks to their appropriate departments/cost centers. This enables employees working in a specific department/cost center to select from a default listing of tasks (rather than having to scroll through every task or material item defined in your system).

Assigning tasks to a department/cost center

1. Select Tasks and Materials under the Administration tab. This will open the Tasks and Materials page.

2. Click Cost Center Tasks Assignment. You will be prompted to select a Cost Center to which you want to assign tasks.

3. Select a Cost Center in the list. The selectable list will close. The selected Cost Center will appear with a list of any tasks that have been assigned to it.

4. Click Add ( ) to add a new task to the Cost Center. A selectable window will appear that lists all Tasks and Materials available for adding to the Cost Center.

5. Select the Tasks and Materials you want to add to the Cost Center from the list. Selected Tasks and Materials will appear in the selected box at the bottom.

NOTE: Tasks can be assigned to as many departments/cost centers as needed. Unlike cost centers, tasks can be assigned to multiple department/cost center relationships.

6. Click OK ( ) when finished selecting Tasks and Materials. The Task Selection window will close, revealing the Cost Center with all Tasks and Materials that have been assigned to it.

At this point, the tasks you have defined have been assigned to their appropriate departments/cost centers and the task setup is complete.