Editing The Maintenance Proposal General Tasking Lists

Derek Torres
Derek Torres
  • Updated

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.


The Proposal Section of a Maintenance Proposal contains a Tasking Summary that pre-populates Task Lists for the Assets that were added in your Asset Inventory. You can create and edit these lists.

This article will walk you through editing your general tasking lists.

  1. Click on the System Settings Gear Icon to navigate to the Settings page
  2. Under the Maintenance Mgmt Menu, click on Setup Equipment Template
  3. Find the Asset Template that needs to be adjusted, and click on Edit under Proposal General Tasking List.
  4. Highlight the text and clear formatting, then re-format as needed.
  5. Click on Save.

Step by Step Walkthrough with Images

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