How to change Client of a Task?

[pranali98-cpu]

How to change Client of a Task?

[pranali98-cpu]

To change the client of an already created task follow the steps as below.

1. Go to Task View -> Edit Tab of that particular task.
   

2. Under Task Master Details card click on Change Client button
   

3. Enter the client number you wish to assign this task. And click on Save.
   

Restrictions implemented for changing clients are as follows.

1. Task should not be billed.
2. Task should not have any subtasks.
3. Task should not have any expenses added.

Modifications done to task details while changing clients are as follows.

1. If task is a service based task, then the new client must have an active compliance to the service. Hence the compliance id will be linked to the task.
2. Default team members present for the new client will get added to the task.