Add a New Task Record

You can add new tasks to a project or phase at any time.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new task:

1. From the Navigation menu, click Hubs > Projects.
2. On the Project hubs form, open the project record.
3. Click the Phase/Task icon.
4. On the Phase/Task lookup, select the phase record.
5. On the Projects hub toolbar, click New and select New Task to open a new task record. A new task record opens, with contents based on the project and phase records.
6. Enter a unique name and number for the task and then specify additional task information on the tabs of the form.
7. Click Save.