How to Edit Project Tasks

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

If you have saved a task with the minimum required Name and Description fields, you can edit the task and add the information needed to convert the task to a work order. To convert a task, the following information is required: Work Order Type, Repair Center, Item/Location, and Task.

Once converted, you can edit the fields on the Estimate & Actual Dates Subtab. Many fields on the Task Entry window are read-only after it has been converted.

1. Locate the desired project and task.
2. Click Edit on the WebTMA toolbar.
3. Click the pencil icon on the line item to edit the task.
4. Make the needed additions. See Project Tasks Elective Fields for definitions.
5. Click the Save button on the window.
6. Click Save on the WebTMA toolbar.

When sufficient information is added to the saved task, double-click the task line on the Task & Resources window to convert. WebTMA alerts you if information is missing.