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.