Add a New Task Record

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

If Vision detects possible duplicate records 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, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Projects.
2. On the Project Info Center form, open the project record.
3. Click the Phase/Task icon.
4. On the Phase/Task lookup, select the phase record.
5. On the Project Info Center toolbar, click New and select New Task to open a new task record. Vision opens a new task record. The initial contents of the task record are 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.