Create a new 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 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 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.
4. At the bottom of the task list, click the Add button:
   
   

   Note

   Currently, the other tabs (Scheduled Maintenance, Asset Category, and Files) are not supported in v6 Work Orders.

5. Select a task type.
6. Enter a Description for the task.
7. (Optional) To provide an estimate for how long the task should take, enter a value in the Time Estimate (hours) field.
8. (Professional and Enterprise only) If needed, click the + button to attach files to the task.
9. Click OK.
10. To add additional tasks to the task group, repeat steps 4-7.
11. Click OK.