How to Convert Project Tasks to Work Orders

Path: Transactions > Project > Records / Tasks & Resources Tab

To convert a task, double-click the Task line in View mode.

If any of the required information is missing (Work Order Type, Repair Center, Item/Location, or Task) WebTMA alerts you.

To add missing information, Edit the Project Task and save the record. When you double-click the line, WebTMA makes the conversion and opens the new work order record in Add mode.

Make any desired additions to the work order and save.

See Also

Project Tasks

How to Add Project Tasks

How to Edit Project Tasks