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:
- Choose Add on the WebTMA toolbar.
- Enter a unique Code for the Task. Reminder: Use a standard format for all codes if possible.
- Add a Description that summarizes the job to be done.
- Select the Type Description.
- Complete other fields that apply.
- Choose Save on the WebTMA toolbar.
Want to Learn More?
Visit the WebTMA Help Page