Adding Tasks to an Estimate

To add a task to an estimate:

  1. Do one of the following:
    • Click .
      Tip: Select a cell to add the new task row underneath the currently selected row.
    • Double-click the "New Task" cell at the bottom of the table in the Estimate Task column.
  2. Enter a name for the task.
  3. [Optional] Enter a start date, end date, and discount.

To delete a task from an estimate:

  1. Select a cell on the row of the task you want to delete.
  2. Click .
  3. Click Delete.