If you have a task attached to a project, and want to insert it into a specific work order – Guess what? You totally can!
New Task from Project in a Work OrderNew Task from Project in a Work Order

To create a new task inside a Work Order that is already in the Project:

Inside the Work Order simply go to Tasks/Parts > New from Project > select the white box next to the task you want in the pop-up window > Add Selected Tasks. This task will now show up in your task list inside that work order and in the project.

To create a new task inside a Project:

Open the Project Details > in the right hand corner click Tasks/Parts > New Task. Here you can enter in a task that pertains to this project, attach a punch list, choose a specific location, assign it, add notes, and more.

Last modified: 25 Oct 2023

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