Edit tasks on scheduled maintenance

If necessary, you can edit a task's details. For example, you could add more information to its description, or change the user assigned to the task. These changes will only apply to work orders generated after the edits have been saved, and not any work orders that have already been generated.

For more editing, you can do either of the following:

• Edit an individual task
• Edit multiple tasks at a time

The Hrs Estimate field can also be edited in-line in the tasks list (click Save in the top menu bar after making changes):

Edit an individual task

To edit a task on scheduled maintenance:

1. Navigate to the scheduled maintenance record you want to edit a task for in Maintenance > Scheduled Maintenance.
2. Click the Labor Tasks tab:
   
3. Click the task that you want to edit from the list:
   
4. Make any changes as needed. 
   You can edit the description, the user assigned, the time estimate, the nested PM level, as well as any attached files (Profesisonal and Enterprise only).
5. Click OK.
6. 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 have the same completion date) for user-related and time-related fields. Anything else requires the task to be edited individually.

To edit multiple tasks on scheduled maintenance:

1. Navigate to the scheduled maintenance record you want to edit a task for in Maintenance > Scheduled Maintenance.
2. Click the Labor Tasks tab:
   
3. Select the checkboxes for the tasks you want to edit in the list, or click the checkbox in the header to select all tasks:
   
4. In the bottom left of the list, click the Update Checked button ().
5. Update the tasks as needed using the fields in the top row:
6. Click OK, and then click Save in the top menu bar.