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Add a Task

When to Use

Work Orders consist of one or more Procedures, which are groups of steps or tasks needing to be accomplished before the work is considered to be finished. One adds a Task to a Procedure whenever another step is needed.

As an example, suppose you are a dispatcher who is processing a request for moving a set of equipment from one building to another. There isn't an accurate inventory of the equipment, so in addition to moving some of the equipment, you also want the technician, while already there, to record an inventory of what remains.

One way to handle this is to set up a Procedure that has several steps. The first can be to take inventory of the equipment, and the second is the physical move of some of it to the other building.

Permitted Roles

  • Dispatcher
  • Administrator
  • Staff Assignee

Add a Task

In this example, the first task has already been setup. To add a second task, just click the plus sign to the far right of the task name.

New Task Created

The new task is placed at the very end of the procedure. Enter the name of the task. You can also optionally enter:

  • A longer explanation of what action is required.
  • Adding a note by clicking the Note icon, the first of the 4 icons shown at the bottom of the task.
  • Uploading attachments, such as pictures, videos, or documents, by clicking the Attachment icon, the second from the left.

Once you are finished, don’t forget to click the checkmark in the upper-right corner of the task.

Using a Task Template

Using a Task Template

To simplify the addition of commonly added tasks, your organization may have already setup a task template. This is handy, for example, when the task requires some explanation and may even have documents or how-to videos attached. It’s easier to use one of these predefined task templates than it is to start from scratch.

To use a task template, click the magnifying glass icon to the right of the task name.

Select Task Templates

Once you see the dialog box for choosing a task template, just start typing into the search box. You’ll see a list of possible candidates. Simply choose the one you want and then click the green checkmark. All of the details, including attachments such as pictures or instruction manuals, are pulled into the new task.

If you can’t find a predefined task template, perhaps one hasn’t been created yet. Rather than going back to the task and doing it there, just click the plus sign to the right of the search box. This lets you add a new task template. Do it once, and you’ll never have to enter it all again.