How to Create a New Task

Modified on Sat, 13 Jul, 2024 at 11:59 AM

Introduction

Any of the following methods can generate tasks:

Manually create a task
Create a task from the BoM
Import a list of tasks from Microsoft Excel

Create a task from the BoM

Select parts from the BoM screen

Manually create a task

Select Add New Task from the Production menu.

The Task Page

General

Field	Description	Notes
Task No	Automatically generated by the system, the user cannot change this number.	This number cannot be changed
Name	The name of the task
Status	The current status of the task	E.g. NotIssued Backlog InProgress RoadBlocked Completed OnHold Cancelled
Description
Report To	The owner of the task
Default Project	The project that the task relates to
Customer Contact	Name of Customer contact associated with this task	This could be used to record the customer contact name if they initiated the task, e.g. an engineering change.
Project Process	The process of the timesheet entries against this task will be booked.
Is R & D Task	Do you know if this is a research and development task?	This can be useful for reporting purposes
Is Rework	Is this a rework task	This can be useful for reporting purposes

Record

Field	Description	Notes
Location	The current location of the parts
Units Required	The total number of parts required for this task.	If this is linked to a BoM, then the units sent to make will be updated on the related BoM item(s)
Units Made	The total number of parts finished for this task.	If this is linked to a BoM, then when the task is completed, the units made will be updated on the related BoM item(s)