How to Add Tasks - WebTMA 7

Path: Organization > Task > Records / Identity Tab

Reminder: Only appropriate users should be allowed to add Tasks. See Task Security for more information.

Few fields on this window are required; however, for good records and reports, complete as many fields as possible.

From the Task window:

1. Choose Add on the WebTMA toolbar.
2. Enter a unique Code for the Task. Reminder: Use a standard format for all codes if possible.
3. Add a Description that summarizes the job to be done.
4. Select the Type Description.
5. Complete other fields that apply.
6. Choose Save on the WebTMA toolbar.