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.

Want to Learn More?

Visit the WebTMA Help Page