Add a Task to a Phase

Use the Tasks submodule to add tasks to phase.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add a task to a phase:

1. On the main toolbar, click Jobs .
2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job containing the phase to which you want to add a task.
3. On the side toolbar of the Jobs screen, click Tasks.
4. On the Tasks screen, click the Tasks tab.
5. In the grid, highlight a phase to which you want to add a task.
6. On the Tasks tab toolbar, use the New Task field to enter a name for the task and press ENTER.
   Alternatively, do one the following:

   • Right-click anywhere in the grid and select Add Task from the shortcut menu. In the Add New Task dialog box, provide the values for the required fields and click OK.
   • Click Context Menu and select Add Task. In the Add New Task dialog box, provide the values for the required fields and click OK.
   WorkBook displays the task in the grid.