How to Add Project Tasks

Path: Transactions > Project > Records / Tasks & Resources Tab–Estimate & Actual Dates Subtab

The Task Entry window is divided into three Subtabs: Estimate & Actual Dates, Comments, and Work Order. In the planning stages, you may prefer to add the required Name and Description without completing any other fields. However, more information is required to convert the task to a work order.

From the Tasks & Resources Tab for the desired project:

1. Click Edit on the WebTMA toolbar.
2. Click the Add Task link to open the Task Entry window.
3. Type the Name of the task.
4. Enter a Description of the task in the free-form text field.
5. Complete as many of the elective fields on all three Subtabs as needed. See Project Tasks Elective Fields.
6. Click the Save button on the window.**
7. Click Save on the WebTMA toolbar to save the record.

** Use the Save button features to Save & Clone or Save & Add to continue adding tasks.

Edit the task line when it is time to take action if you have saved a task with the minimum required information. Be sure to include the Work Order Type, Repair Center, Item/Location, and Task. WebTMA cannot convert the task to a work order until this information is present. Other elective fields can also be completed at the same time.

Prerequisite Tasks are created when you link tasks using the Project > Gantt window. Prerequisite project tasks are any tasks that must be completed and the associated work order must be closed before the next task can begin. The field is enabled after you have saved a Task and then add another.

If you want to use the automatic notification set up in Organization > Repair Center > Records / Project Email Tab for task status changes, be sure to add at least one address to the E-mail field on the Task Entry window. Full information about these automatic messages is found in Project Email Tab.

If you enter a Task code that has a default Trade, WebTMA completes the Trade field automatically. If you enter the Trade before entering the Task, WebTMA does not override the Trade.