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  1. Click the Business tab.
  2. Click the Business Tools and choose Project/Job List.
  3. Select the appropriate option:
    • To create a new project/job, click New.
    • To change an existing project/job, click Edit.
  4. In the Customer field, enter or edit the name of the person or firm with whom you're dealing or select a name in the list.
  5. In the Project/Job field, enter or edit the project/job name.
  6. In the Status list, select a status for your project/job. If the status you want isn't in the list, click New/Edit to create your own status flag or change an existing one.
  7. In the Description field, enter or edit a description. (Optional)
  8. In the Dates area, enter or change the start date and projected end date for your project/job.
  9. Click OK.

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