Create a task group

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

Task groups also allow you to control who can modify tasks on a work order. By default, technicians cannot delete or remove a task from a work order when it is added as part of a task group. Only user groups with access to task groups can modify them. 

To create a new task group:

1. Navigate to Maintenance > Task Groups:
   
2. Do one of the following:
   • If you don't already have task groups, click the Create the first task group button.
   • If you already have task groups, click the New button.
3. Enter a name for your task group:
   
   If your tenant is multi-site, we recommend including the site identifier in the beginner of your task group's name, then identify the task and how often the maintenance occurs. In the above example, the site is Texas, the task is compressor service, and it occurs monthly.

4. We will now add tasks to the task group. At the bottom of the task list, click the Add button:
   

   Note

   Currently, tabs other than the Task List (Scheduled Maintenance, Maintenance Type, Asset Category, and Files) are not supported for tenants using v6 Work Orders.

5. Populate the task form as you would a regular task:
   1. Select a task type.
   2. Enter a Description for the task.
   3. (Optional) To provide an estimate for how long the task should take, enter a value in the Time Estimate (hours) field. 
      You can add an estimated time for each task, or just one estimated time that will represent the entire task group. 
   4. (Optional) If needed, click the + button to add attachments to the task.
   5. Click OK.
6. To add additional tasks to the task group, repeat steps 4-5 as needed.
7. Click OK.
   Your task group has been created and contains the tasks you added. You can now configure the task group further by assigning asset categories and maintenance types, or attaching files (Professional and Enterprise only).