Adding Tasks

If you have tasks related to a purchase order, you can easily keep track of them with WorkMate's task feature.

1. Access the Purchase Orders module

• Access the purchase orders module.

• Select the purchase order you'd like to add a task to.

Example: PO-#85

Note: You must save purchase orders before you can create tasks.

2. Add a New Task

• Click the + New Task button.

• Enter in required task details. Here you can also assign staff members.

Example: Close Shop

• Click the Create button.

• The task will now be saved under the Tasks section in the purchase order.