Tasks | Customizing Task Views
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  3. Tasks | Customizing Task Views

Associated Tasks

Many times other tasks are associated with the current task.   EBMS gives the user the ability to quickly review associated tasks by selecting one of the following tabs:

  1. Same Customer
  2. Same Invoice
  3. Same Ticket:  Review the instructions below to copy a ticket number
  4. Same Job/Stage
  5. Same Job

These tabs are optional based on the task Type Options found in Labor > Task Options > Task Types tab > Properties > General tab as shown below:

Enable the show options that apply to this type of task to show the following task tabs for a quick reference to associated tasks:

Show Same Ticket

Enable the following Use same ticket number option when copying the task.

Review Getting Started > Creating Task Types and Defaults for instructions on other default and view options.