Adding Tasks to an Estimate

You can add tasks to an estimate from scratch or from a template. For more information, see Adding from an Estimate Template.

Note: To add tasks to an estimate, your administrator must have configured the Estimate Builder component to display estimate tasks. For more information, see Setting up Services CPQ.

To add a task to an estimate:

1. Do one of the following:
   • Click or , then Add Task.
     Tip: Select a cell to add the new task row underneath the currently selected row.
   • Double-click the "New Task" cell at the bottom of the table in the Estimate Task column.
2. Enter a name for the task.
3. [Optional] Enter a start date, end date, and discount.

To delete a task from an estimate:

1. Select a cell on the row of the task you want to delete.
2. Click .
3. Click Delete.
   Tip: To select multiple tasks, hold down Command (Mac), Ctrl (PC) while selecting the role requests you want to delete.