Before you begin
You must first create a task group before you can add it to a work order. Unlike creating tasks, you can't create task groups in the Work Orders feature. Instead, you create them in Maintenance > Task Groups.
To learn more, see Create a new task group.
Version: v6 (what does this mean?)
Plans: All plans
Adding a task group to a work order allows you to add multiple standard tasks at once.
To add a task group to a work order:
- If the work order you want to add the task group to isn't already open, click it in the work order list (in Maintenance > Work Orders).
- Click the Tasks tab.
- Click Add and select Task group from the drop-down list:
- In the To field, select Work order to associate the task group 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 Assets drop-down list:
- If you’re not sure which assets are associated with the task group, select the I can’t find the asset checkbox:
- If you know which assets are associated with the task, select them from the Assets drop-down list:
- Select the task group you want to add.
- Click Save.