Create a task group or checklist


Task Groups are a great way of quickly populating work orders, scheduled maintenances, projects etc. Task groups are particularly useful if you have similar assets that require the same work to be carried out. Creating task groups and associating them to specific asset categories speeds up the process of creating work orders and scheduled maintenances. It also cuts out the room for human error in terms of creating multi asset work orders, and forgetting to add specific tasks to assets.

Create a task group

1. To begin, select Maintenance, Task Groups, and click New.


2. Name the task group. 

3. Click New to add a tasks to the task group


4. Add the task details including the DescriptionTime estimate (hours), files (optional), the Task Type, and click OK. There are four task types:

  1. General (no additional information required on the task)
  2. Meter reading (add a meter reading on the task)
  3. Text result (enter a text result such as passed/failed, OK/No etc.)
  4. Inspection (gives you the ability to pass or fail a work order, and trigger a follow on notification or work order. 

For more information on the 4 tasks types, see the labour tasks procedure.


5. Each task is a step in your procedure or checklist. Repeat the process for all of the tasks. When finished, click OK. The tasks will be displayed in the Task List tab. 


6. To delete any of the tasks you simply check them off and click the blue trash icon.


Scheduled Maintenance tab

In general, task groups are typically used in scheduled maintenances. Scheduled maintenances that use the task group will be displayed in the Scheduled Maintenance tab of the task group. 


To remove the task group from a scheduled maintenance, select Scheduled Maintenance, select the scheduled maintenance, and click Delete. This will not affect any other scheduled maintenance using the task group.


Asset Category tab

It is possible to assign task groups to specific asset categories. This is useful when you want to auto assign particular steps to each work order based on a particular asset category.

1. Navigate to the Asset Category Tab and click New.


2. Select the asset category from the drop down menu, and click OK.

Note:- You can also check the checkbox to include child asset categories.


3. This information will then be stored in the Asset Category tab as shown below.

Note:- Removing an asset category from a task group, will remove the task group from any scheduled maintenance against an asset in that category. 


Files tab

1. Files can be added to task groups just like asset, part or work order records in the CMMS. You can simply drag and drop the files, or search for them as normal. Any files attached to the task group will transfer to any work order or scheduled maintenance where the task group is used.

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