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.
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:
- If the work order you want to assign isn't already open, click it in the work order list in Maintenance > Work Orders.
- Click the Tasks tab.
- Click Add and select Task from the drop-down list:
- In the To field, select Work order to associate the task with the work order as a whole, or Asset to associate it with specific assets.
- 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:
- If you’re not sure which assets are associated with the task, select the I can’t find the asset checkbox:
- If you know which assets are associated with the task, select them from the Asset drop-down list:
- Enter a description for the task. This is how you’ll tell the assigned user what they need to do.
- To assign the task to a different user:
- Click the Change button in the Assigned To field.
- Select the user or user group you want to assign the task to.
- Click Save.
- To specify when work should begin on the task, use the date and time controls in the Suggested Start Date field.
- If you want to include completion details for the task, select the I have completed this task checkbox and fill out the completion details.
- Click Save.