Before you begin
This article explains the general process of making changes to a task. To learn about how to add specific types of information to a task, like how to assign users, see the other articles available in this section.
Version: v5 (what does this mean?)
Plans: All plans
If necessary, you can edit a task's details. For example, you could add more information to its description, or select a different asset.
Some fields, such as Hrs Estimated, Hrs Spent, and Result (inspection tasks only) can be edited in-line on the task list:
For more editing, you can do either of the following:
Edit an individual task
To edit a task on a work order:
- Navigate to the work order you want to edit a task for in Maintenance > Work Orders.
- Click the Labor Tasks tab:
- Click the task that you want to edit from the list:
- Click the Edit button to edit any general details for the task:
- Edit any necessary information in the completion details.
- Click OK.
- Click Save in the top menu bar.
Edit multiple tasks at a time
This option is most useful when you need to make the same change across multiple tasks (for example, if several tasks need to be re-assigned to a new user) for the Assigned To User, Hrs Estimate, and Nested PM fields. Anything else requires the task to be edited individually.
To edit multiple tasks on a work order:
- In Maintenance > Work Orders, navigate to the work order you want to edit a task for .
- Click the Labor Tasks tab:
- Select the checkboxes for the tasks you want to edit in the list, or click the checkbox in the header to select all tasks:
- In the bottom left of the list, click the Update Checked button (
).
- Update the tasks as needed using the fields in the top row:
- Click OK, and then click Save in the top menu bar.