Project Tasks Header Data

The header data appears at the top of the module window. This data remains at the top of the screen as users navigate through the module's tabs.

Project_Task_Header

Field Name

Use/Purpose

Task*

Select a task. This is populated from the Work Flow Setup > Work Tasks module.

* This field is required.

Category*

This field allows users to select from the Work Flow Setup > Category pick list.

Note: If a Category is chosen, the Task will be associated with that Category in the Work Flow Setup.

Task ID

This user-defined field allows users to enter a unique identifier for the task.

Note: Select from the Task and Category pick lists by clicking on the field caption buttons or pressing F9 while the cursor is in either field.  

Note: The Task is used as the Main Task on any work orders created from this record.

* Required to create work orders from this record.

See Also

Project Tasks

General Tab

Sub-Tasks Tab

Work Orders (WOs) tab

Comments Tab

Toolkit