Basic setup: Task groups

Task groups allow you to combine a set of tasks into a group, which you can then add to work orders or scheduled maintenance. For example, if you regularly perform the same maintenance tasks on all of your forklifts, you could create a task group for them instead of having to create them from scratch on each work order.

To create a task group:

1. Navigate to Maintenance > Task Groups.
2. Click the Create the first task group button.
3. Enter a Name for your task group.
4. At the bottom of the task list, click the Add button:
   
5. Select a task type. In this example, we've selected general:
   
   

   Note

   General and meter reading tasks are available to free users, while inspection tasks are only available to users on the Basic plan and above.
   To learn more about task types, see About tasks. 

6. Enter a description for the task.
   This could be a step-by-step how-to procedure, or a quick summary of what the task entails. 
7. (Optional) To provide an estimate for how long the task should take, enter a value in the Time Estimate (hours) field.
8. Click OK.
9. To add additional tasks to the task group, repeat steps 4-7.
10. Click OK.
    You've finished creating your task group, and can now add it to any work orders or scheduled maintenance records.