How to create a new Task Group

<< Click to Display Table of Contents >>

Navigation:  Feature Details > Service Workorders > Service Workorder entry screen > Service Workorder Items SubItems > Tasks >

How to create a new Task Group

How to create a Task Group:

 

There are two ways to create a new Task Group:

1. Have no Task Group selected and then click on the Task Group jump button to open up an empty and new Task Group entry screen.

TaskGroup1

Note that the creation date and time is entered into the Task Group Name field as a “holder”. You can of course edit the name to whatever you wish

TaskGroup2

2. Or if there is a Task Group selected, when you click on the Task Group jump button it will open up that Task Group for viewing and editing

TaskGroup3

Click on the Save & New menu button to open up an empty and new Task Group entry screen.

TaskGroup4

Again, note that the creation date and time is entered in the Task Group Name field just as a “holder”. You can of course edit the name to whatever you wish.