Using Tasks for Project Management
Learn how to view and create tasks directly within a Bolster estimate.
More in Project Management
Project Management
Budget & costs
- Introduction to the new Budget Tab
- How to Use the Budget Tab
- How do I track budget vs actual costs in Bolster?
- How do I add and categorize project expenses in Bolster?
- How to Track Bills & Expenses for a Booked Project
Change orders
- How to Use the Change Orders Tab
- Manually Approving a Change Order Without Sending to the Client
- How to View and Revert Change Order Versions
- How to Access Explicit and Full Activities in Change Orders
- How Change Orders Affect Payment Terms
Scheduling & tasks
Messages & files
Overview
You can work with tasks directly from within an estimate, without leaving the project.
Before You Begin
- Have the estimate open that you want to work in.
- Within the project, in the left-hand sidebar under the Production section, click Tasks directly.
- This displays all tasks that exist within that estimate.
- You can create tasks either directly here in the estimate's Tasks tab, or from elsewhere in Bolster -- either way, they will show up together in this list.
Why This Matters
- Keeps tasks tied to the specific estimate they belong to, so you can see everything relevant to a project in one place.
Summary
You can access and create tasks directly within an estimate by clicking Tasks in the left-hand sidebar under Production, keeping estimate-related work connected to that estimate's task list.
Next best guides
- Production Tab For ItemsVideoEstimating · Materials & production
- How to Track Bills & Expenses for a Booked ProjectVideoProject Management · Budget & costs
- How to Use the Budget TabVideoProject Management · Budget & costs
- How to Add Project Documents to a ProjectVideoProject Management · Messages & files
- How to Create Purchase Orders or Work Orders from the Vendor Orders TabVideoVendors & Purchasing · Purchase orders
