Before you begin
Version: v5 and v6 (what does this mean?)
Plans: All plans
Adding a task group allows you to add multiple tasks at once. To learn more about task groups, see Create a new task group.
Any task groups on a scheduled maintenance record will be added to generated work orders.
To add a task group to a scheduled maintenance record:
- Navigate to the scheduled maintenance record you want to add a task group to in Maintenance > Scheduled Maintenance.
- Click the Labor Tasks tab:
- Click the Add task group icon in the bottom left of the window:
- Click the task group you want to add:
- Fill out the information for the tasks as needed:
- Click OK.
- Click Save in the top menu bar.
Your task group is now added to the scheduled maintenance record, and will be added to any work orders generated after the save.