Link a customer to a task

by tgarnier August 24, 2009

Link a customer to a task

Client management with PlanningPMEis very easy. You can link a customer to a task and then know to which client a task is being done. To do this, simply go in Tool --> Options --> Task and tick the option "Link customer to a task".

 

Then you should see your clients name in the task on the planning board.

 

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