Add a Task

Tasks are used to track the progress of work that must be done before the work order can be considered complete. If the administrator has configured tasks on the work order template, they are automatically added to the work order when it is created. Users can also add tasks to the work order. See Tasks in the Admin 3.2 Guide for more information.

  1. Open a work order.
  2. Tap Tasks from the activity toolbar.

  1. Tap Add record.

  1. Select a task using Task Leaf or Work Order Template Task.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the task(s) you want to add.

  1. Tap Next.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select an asset associated to the work order to associate the task to.

NOTE: When a task is associated to an asset and the labor cost is added to the task, the labor cost will be associated to both the asset and the task.

  1. Tap Next.
  2. Enter any information related to the task.

  1. Tap Save.

The task is added to the Work Order Tasks panel.

NOTE: Fields on this section may vary depending on the task chosen. See Add New Task(s) Panel Fields for an explanation of fields.