Add a task selection in a proposal

1. On the Proposals page, select a proposal and click More > Task Selection.
2. Above the Task Selections grid, click Add.
3. Enter a name for the task selection.
4. Enter a description of the task selection. (Optional)
5. Set up the first selection criterion. You can add more criteria after creating the task selection.
   1. Select the name of the task field that will be filtered. The Field Name menu lists all built-in and custom task fields in the proposal.
   2. Select a condition to control how the task field is filtered.
   3. Select or enter the task field value you want the criterion to include or exclude. The Value menu functions differently depending on the task field and condition selected.
6. Click Create.

Add and test selection criteria

After you create a task selection, you can add more criteria to it. You can also run a quick test to see which tasks the criteria will select.

1. At the top of the Selection Criteria area, click Add selection criteria. A new row will appear below the existing criteria.
2. Select And or Or to combine the new criterion with the existing ones.
3. Set up the new criterion.
   1. Select the name of the task field that will be filtered. The Field Name menu lists all built-in and custom task fields in the proposal.
   2. Select a condition to control how the task field is filtered.
   3. Select or enter the task field value you want the criterion to include or exclude. The Value menu functions differently depending on the task field and condition selected.
4. Click Apply.
5. At the top of the Selection Criteria area, click Test. (Optional)