Task Types - WebTMA 7

Path: Organization > Lookups / Task Types

Task Types are essential to Tasks because WebTMA requires that you first designate a Task Type before you can create a new Task. Task Types are established by the WebTMA  System Administrator during initial setup.

Each Task can have a Default Trade Name specified for the Task Type. If you establish the link between Task Type and a specific Trade, you reduce data entry time and increase productivity. When a Task Code is selected for a Work Order and the code is linked to a Task Type with the Default Trade Name designated, the system automatically populates the Trade field for any functions that include the Default Trade field.

In the same way, Hourly Rate and Apply Multiplier designated for the Task Type are applied if they have not been specified for the selected Task.

NOTE: If the Default Trade Name is used, the logged-in user must have access to that Trade in order to see and use the Task Type.

 

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