You can add a task to a project by assigning it from
your business unit to the project.
A task type is
simply a task, a description of a required work item, a snag or a
punchlist item, a checklist item, or procedure that must be
completed in a specific location on a
project.
Fastpath:
-
Confirm that the correct business
unit as selected in the Current Business
Is box, and that the correct project is
selected in the Current Project
Is box.
-
Select .
-
(Optional) Use the Search pane to find the desired task
type. Enter search criteria, select the Business Form
Templates checkbox, and then click
Search.
-
Under the Business Task
Types pane, select the checkbox for the
task type you want to assign.
Note: The
Process checkbox is selected for
process task types.
-
Click
.
The task type is now assigned to the
project, and the task will be available on project devices once the devices
are synced.
