Skip to main content

Add a task to a work order

Avatar

Fiix Documentation Team

  • Updated

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:

  1. Navigate to the work order you want to add a task to in Maintenance > Work Orders.
  2. Click the Labor Tasks tab:
  3. Click the Add icon () in the bottom left of the window:
  4. Click the Choose Task Type drop-down list to select the type of task (general, text, meter reading, or inspection) you are creating:
  5. Do one of the following, or skip to step 6 if you are creating a general task:
    1. 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:
    2. 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.
  6. (Required) Enter a description of the task in the Description field.
  7. Click the downward arrow next to the Assign to User field and select the user or user group assigned to the task.
  8. Fill out the Start Date field with a suggested start date. 
  9. In Time Estimate (hours), enter an estimate for the time needed to complete the task.
  10. Click OK.
  11. Click Save in the top menu bar.

Related articles