The article outlines the steps add a Taskline to a Job/Style from within Product Costing

 

PURPOSE

This function enables users to add a taskline to a Job/Style directly from the Product Costing section in Sync. It centralizes task management, allowing for a more streamlined workflow.

 

KEY BENEFITS

Adding the taskline from within Product Costing offers:

  • Centralized task management
  • Improved efficiency in planning and workflow alignment
  • Ease of access to job-specific tasklines


FOLLOW STEPS BELOW:

 

1. From within the Sync Homepage, Click on ‘Product Costing’

2. Apply relevant Filters e.g. Job/Style

3. Enter a Search Criteria

4. Click ‘Search’

5. ‘Click on ‘Details’

6. Click on the ‘Job Steps’ Tab

7. Right Click and Select ‘Reset Workflow Steps’

8. Within the ‘Reset Workflow Steps’ Window complete the ffg:

- Tick Global 

- Dropdown within the Process Field and Select the relevant process i.e. Taskline

- If Applicable, tick ‘Backward Planning’

- Dropdown next to Backward Planning and Select the date to plan backwards from

9. Click ‘Ok’

 

ADDITIONAL NOTES

The Job Steps section within Product Costing also allows access to all related taskline functionality, enabling users to view, edit, and manage tasks associated with a specific job.

 

NB. For a quick tutorial watch below