Task Types - WebTMA 5

Path: Organization > Lookups / Task Types

Task types are essential to tasks. In order to select a task code within WebTMA, you must first select the appropriate task type. These codes are established by the WebTMA System Administrator during initial setup.

Each task can have a default trade specified for the task type. Establishing the link between task type and a specific trade reduces data entry time and increases productivity.

If a task code is used and the code is linked to a task type with the default trade 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 from the Task Type are applied if they are not specified for the selected Task. 

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

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