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Vernon CMS Help

Navigation: Advanced Topics > Bulk Tools > Bulk Task Update

Add New Tasks and Costs

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1.Go to Tools menu > Bulk Task Update. By default, the Add New Tasks & Costs option is selected.

2.Select the datafile to update from the drop-down menu.

3.        Under Record Selection, choose the records to add tasks and costs to.

You can enter records manually, or enter the name of a Saved List in the List Name field.

4.        Fill in the details for the task, such as Task, Person Responsible, Due Date, or Costs.

5.        Click OK.

You will be prompted to select a report type and destination.

6.        Click OK.