Tasks cane be used to coordinate activities, track progress and collect supporting documentation alongside your work order.
Creating a task
To add a task to a work order, open the work order and click the + Add task button.
Enter the task title and optionally:
Select a different asset if required
Set planned start and finish dates/times
Assign one or more users.
Click Create task. The task will be added to the work order anc can be managed independently of any work instruction.
Managing a task status and adding supporting documentation
Tasks can be updated throughout their lifecycle using the following statuses:
To Do
In Progress
Completed
Click Manage to update the status as well as upload supporting documentation.
Documentation attached to tasks can be included when generating completed work order reports, with all attached files added as an appendix to the exported report.
Note: Work order tasks are currently available on the web platform only. Mobile support is coming soon.