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.

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