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Add a general task to a work order (v6)

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Fiix Documentation Team

  • Updated

Before you begin

This article describes how to add individual tasks to work orders. If you often use the same set of tasks across a number of work orders, you can create task groups and add them to work orders. This allows you to add a number of tasks to the work order at once, rather than having to add them individually.

This article is for general tasks only. To learn how to add inspection tasks, see Add an inspection task to a work order (v6).

Version: v6 (what does this mean?)
Plans: All plans

Tasks represent a checklist of actions that need to be completed on your work order. For example, if you need a technician to replace a wheel and check for damage, you could add these as tasks.

To add a task to a work order:

  1. If the work order you want to add a task to isn't already open, click it in the work order list in Maintenance > Work Orders.
  2. Click the Tasks tab.
  3. Click Add and select Task from the drop-down list:
    Task item in Add drop-down
  4. Under Task type, click General.
  5. Under Associate, click Work order to associate the task with the work order as a whole, or Asset to associate it with specific assets.
  6. If you selected Asset, do one of the following:
    • If you know which assets are associated with the task, select them from the Asset drop-down list:
      Asset drop-down list
    • If you’re not sure which assets are associated with the task, select the I can’t find the asset checkbox:
      I can't find the asset checkbox
  7. Enter a description for the task. This is how you’ll tell the assigned user what they need to do.
  8. (Optional) To specify when work should begin on the task, use the date and time controls in the Suggested start date and time field.
  9. (Optional) Enter the estimated time it'll take to finish the task. 
  10. (Optional) To assign the task to a different user:
    1. Click the Change button in the Assigned To field.
    2. Select the user or user group you want to assign the task to.
  11. If you want to include completion details for the task, select the I have completed this task checkbox and fill out the completion details.
  12. Click Save.

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