Add New Task(s) Panel Fields

The following fields are found on the Add New Task(s) panel.

  • Task Leaf: Select this for a list of all available tasks defined in Admin.
  • Work Order Template Task: Select this for the default tasks defined to the work order template.
  • Sequence: Enter a number for the order that this task should be done.
  • Response: Select a response or enter a free-form response.
  • Assigned To: Select the employee who the task is assigned to.
  • Status: Select the status of the task, such as the state, condition, or situation of the work order.
  • Shop: Select the shop, if applicable.
  • Permit Number : Select the permit number, if applicable.
  • Comments: Enter any comments related to the task.
  • Projected Start Date: Enter the projected start date.
  • Projected Finish Date: Enter the projected finish date.
  • Actual Start Date: Enter the actual start date or select it using the calendar.
  • Actual Finish Date: Enter the actual finish date or select it using the calendar.
  • Rework: Select Yes or No to indicate if the work was not up to the standards set or must be redone for any reason.
  • Proceed: Select Yes or No to indicate if the next task in the sequence can begin, even if the current task is not yet finished.