Before you begin
Task Groups is an existing feature, which means it has a different look and feel than v6 Work Orders. However, any task groups that you create can be added to your work orders.
Version: v6 (what does this mean?)
Plans: All plans
Task groups allow you to add the same set of tasks to multiple task groups. 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:
- Navigate to Maintenance > Task Groups.
- 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.
- Enter a Name for your task group.
- At the bottom of the task list, click the + button:
Note
Currently, the options on the other tabs (Scheduled Maintenance, Asset Category, and Files) are not supported in v6 Work Orders.
- Enter a Description for the task.
- (Optional) To provide an estimate for how long the task should take, enter a value in the Time Estimate (hours) field.
- Click OK.
- To add additional tasks to the task group, repeat steps 4-7.
- Click OK.