Configure Task Hierarchy

The Hierarchy panel is used to organize the tasks into categories to make them easy to find when adding a task to a work order, or to find a task when searching for a work order based on the associated tasks. A task can reside within more than one category.

1. From the Tasks tab, click Templates, or click Task Templates from the home page.

The existing categories display in the Hierarchy panel. The categories are arranged alphabetically within the hierarchy.

2. Click Add to add a new category. Type the name of the category and press Enter or click Add.
3. Double-click a category name to edit it.

4. Add tasks to the categories. Click the icon next to any template in the Task Templates panel and drag it to the desired category in the Hierarchy. You can use <Shift + click> or <Ctrl + click> to select multiple tasks.
5. Once a category has tasks within it, you can click the plus sign next to the category to expand it.
6. To remove a template from the category, select it and click Delete.

NOTE: This does not delete the task from the system, but removes it from the category.

7. To remove a category, select it and click Delete.

NOTE: If you remove a category, it also removes all the tasks in that category from the hierarchy.

NOTE: Designer automatically saves the changes you make. A notification will appear in the top-right corner of the window that says Data Saved when you make changes to the page.