Add Tasks to a Work Order

Tasks define the specific work technicians perform for the work order. Add assets and required parts to a specific task. Use dependencies to set up a task order.

Add tasks

Go to Work orders > Active work orders.
Select a work order to add tasks to.
Select Tasks > Add new.
Select a Task type.

Task types define workflow, duration, skills, and approvals.
Optionally, to turn on services, select Enabled from the Services list.

Once turned on, you can add services to the task from the Services tab.

Adding a service makes it available for technicians to use within the task. Technicians aren't required to perform a task service.
Select a Customer site.
Optionally, set scheduling options as an Exact time, Appointment window, Multiday task.
Optionally, add Notes for dispatch.
Select Publish.

Add assets

Assign an asset at the customer site to a specific task.

Go to Work orders > Active work orders.
Select a work order, then open Tasks.
Select a task, then select Assets > Add new.
Select an asset.
Select Save.

Add task dependencies

Use dependencies to set up a task order for work orders with multiple tasks.

Go to Work orders > Active work orders.
Select a work order with multiple tasks, then select Tasks > Add dependency.
Select the Task following tasks are dependent on.

You can only select a task already on the work order.
In the Must be list, select the status the task must reach to trigger the resulting action.
In the In order for these tasks list, select the dependent task or tasks.
In the To be list, select the status the dependent task takes upon the Must be condition being met.

Add parts and materials

Add parts or material needed for a technician to complete a task.

Go to Work orders > Active work orders.
Select a work order, then open Part requirements > Add new.
Select the Task to assign parts to.
Enter the Model name.

Part information, including Cost and List price, auto-populate.
Adjust Cost and List price if needed.
Enter the Estimated quantity.
Select Add part.