How to Add a Task to Project : PM Toolbelt

How to Add a Task to Project Print

Created by: Sean Obregon

Modified on: Mon, 18 Dec, 2017 at 9:56 AM

Note: This task is being added to workorder #100014 to be completed by the technician.

1. Start by going into an already existing project and click New Task

2. Enter the task information

A) Task

B) Due Date

C) Description

D) Assigned to (In this case it's assigned to the technician)

E) Watchers

F) Related Item Type (Select workorder to add the task to the specific workorder)

- Contact - Workorder

- Estimate - Unit

- Lockbox - Vendor

- Project - Property

G) Add Related Item

3. Click Save

Sean is the author of this solution article.

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