A task is a description of the work for a project. The work order template defines the tasks on a work order.

You can link a work order to sales, purchase, or rental orders through the work order template.

Standard procedure

1.	Go to Sales and marketing > Relationships > Prospects > All prospects.
2.	In the list, find and select the desired record.
3.	Click Edit.
4.	On the Action Pane, click General.
5.	Click Task requirements.
6.	Click New.
7.	In the Task ID field, enter or select a value.
8.	In the Capability field, enter or select a value.
9.	Click Save.
10.	Click Save.
11.	Close the page.