Before you begin
This article describes how to add individual tasks to work orders. If you often use the same set of tasks across a number of work orders, you can create task groups and add them to work orders. This allows you to add a number of tasks to the work order at once, rather than having to add them individually.
Version: v5 (what does this mean?)
Plans: All plans
To add a task to a work order:
- Navigate to the work order you want to add a task to in Maintenance > Work Orders.
- Click the Labor Tasks tab:
- Click the Add icon (
) in the bottom left of the window:
- Click the Choose Task Type drop-down list to select the type of task (general, text, meter reading, or inspection) you are creating:
- Do one of the following, or skip to step 6 if you are creating a general task:
- If you are creating a meter reading task, click the select the unit to use for the meter reading from the unit drop-down list:
- If you are creating an inspection task, select any needed follow-on actions that will occur upon specified results:
For example, the task above will create a follow-on work order if the task result is Fail.
- If you are creating a meter reading task, click the select the unit to use for the meter reading from the unit drop-down list:
- (Required) Enter a description of the task in the Description field.
- Click the downward arrow next to the Assign to User field and select the user or user group assigned to the task.
- Fill out the Start Date field with a suggested start date.
- In Time Estimate (hours), enter an estimate for the time needed to complete the task.
- Click OK.
- Click Save in the top menu bar.