Tasks Tab

This tab contains a grid recording all tasks associated with the project.  Project tasks provide a way to track the actual work done on the project and attach work orders to a project. For additional information on the Tasks module and its tabs, please go here.

A sample of the grid appears below.  Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

• Right - click in the grid to add a record
• Right - click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
• Double - click on an existing record to open it

How To

Add a Task Record

1. Right click in the grid and select Add Record. The following window will appear to add a record to the Work > Project Management > Tasks module.

   

2. Select the Task by clicking on the Task button or by clicking in the field and hitting F9. The list of tasks comes from the Work > Work Flow Setup > Work Tasks module.
3. Fill out other desired fields.
4. Click to save the record.
5. Click to close the window.