Project Tasks

The Tasks module tracks general task information and associated sub-tasks for project records.  This module is integrated with the Work Orders, Master Project, and Project modules.  A task must be attached to a project record.  Additionally, work orders can be created directly from the project task record.  

Module Toolbar

toolbar

More information about the tools available in this module

Note: To view an explanation of any field, Ctrl + right click in that field.

 

To access the Tasks module, select Work > Project Management > Tasks and the following window will appear. 

Project Tasks

In This Section

Project Tasks Header Data

General Tab

Sub-Tasks Tab

Work Orders (WOs) tab

Comments Tab

Toolkit