Add a Task

Use these steps to add a task to the current task list.

Note: If you set up a task to derive an amount or time activity, you must have permission to change amount and time activities. Depending on your setup, this may also require the approval of another user, either in this workspace or in the Approve Tasks workspace.

To add a task to the task list:

1. Go to Setup > Job Cost > Acitivities and Tasks > Task Lists.
2. Use the search filter and/or Search field at the top of the workspace to select the relevant task list.
3. In the Tasks table, click the + action.
4. Enter a task in the Task field.
   This is a required field.
5. Enter information in the other fields as needed.
6. Click Save.