How to Add a Task Item to an Estimate

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Overview

Task items let you add action-based line items to your estimate, such as apply for a permit or order materials, so you can track and assign work to contractors, vendors, or other personnel.

Before You Begin

• Identify the task you want to add and who it should be assigned to (e.g., a contractor or vendor).

1. In your Estimate, click the Plus Item button.
2. Scroll down to More, then select Task.
3. Once added, the item will display with a check mark symbol, identifying it as a task item.
4. Name the task item appropriately (for example, Apply for Permit or Order Materials).
5. Assign the task item as needed.

Tips & Best Practices

• Use Clear Naming: Give your task item a descriptive name so it's easy to identify what needs to be done.

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Why This Matters

• Lets you track action items directly within your estimate and assign them to contractors, vendors, or other personnel as needed.

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Summary

Adding a task item lets you include action-based items, like applying for a permit or ordering materials, in your estimate by adding a Task item, naming it, and assigning it as needed.