If you are applying the Basic approach to projects, the only actions required are to set up the project record and create project work orders. When creating a record from the Work Order window, be sure to define the work order type as Project to achieve the correct results.
Tasks for Advanced Projects can be created from the Project / Tasks & Resources Tab or the Work Order window. In View mode, double-click a task line item.
If the Task Entry window has the required information, WebTMA automatically opens the Work Order window where you can add more information and save the record. See How to Edit Project Tasks for instructions on completing the Task Entry window.