Tasks and projects
How to link tasks to customers and projects
When a task connects to its customer and project, you can follow the work all the way to time, documentation and invoice.
Step by step
- Find or create the customer
Make sure the customer exists in Fogito.
- Choose a project
Link the task to a project if the work is part of a larger effort.
- Save the task
Once the task is saved, it can be used together with time and documentation.
- Use the task in follow-up
Follow the work from customer to task, time and invoice.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.