How to Add Tasks - WebTMA 5

Path: Organization > Task > Records / Identity Tab

Only a few fields on this window are required. For good records and reports, complete as many fields as possible.

  1. Click Add on the WebTMA toolbar.
  2. Type a unique Code for the task. Reminder: Use a standard format for all codes if possible.
  3. Type a Description that summarizes the job to be done.
  4. Select the Type.
  5. (Optional) Complete other task fields.
  6. Click the Repair Centers Tab and add as many as needed.
  7. Click Save on the WebTMA toolbar.
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