Step 5: Preview & Publish

After you’ve finished building your task and adding translations, select the Next button on the top navigation bar of the wizard. Doing so takes you to the final step of the process: previewing and publishing the task.

Preview and publish a task

Now that you’ve built the task, you can test it live on the Accruent Field app to see how it functions. To do so, follow these steps:

1. Add yourself (or another user) as the Assignee. If adding yourself, make sure you have been added as a technician so you have access to the mobile app.
2. Provide a temporary Site address where the task will be tested. If you have turned on the setting “Request user to check-in before starting the task”, make sure you provide your current location as the Site address, so you are within the geo-check-in radius required for you to start testing the task.
3. Open the Accruent Field mobile app and navigate to the Task list. You should see the test task in the list. Select it and review the task.
4. Once you are happy with the results, return to the Task Builder and select the Publish button.
5. From the popup, you have the option of adding Comments to help describe the task you have just published. These comments will be displayed in the version history sidepanel and can help you identify a prior version of a task should you wish to restore that version. After adding comments, select the Yes, confirm button.
6. Congratulations! Your task is now live and ready for use.

Versions of a task type are stored every time you select the Publish button, and you always have the option to restore a previous version of the task type. For more information, visit Task Builder version history.

You will know the task is live if the status changes from “Draft” to Active. Only Active tasks can be added to work orders and assigned to technicians.

Add a task to a work order

Once your task has been published, it becomes available for use across your solution. To add a task to a work order, follow these steps:

Step 1: add the task to a work order type

When adding tasks to a work order, the list of available tasks comes from the Work order type associated with the work order. So the first step is adding the newly created task to a Work order type so that it is available for use.

1. Open the Solutions app by selecting the Accruent Field Apps icon on the top right of the screen.
2. Go to Settings > Work order settings > Work order types and select the Work order type you wish to add the task to.
3. Add the task to the Associated task types datagrid of the applicable Work order type.
4. Select Save to update the Work order type.

Step 2: add the task to a work order

1. To add a new work order, go to the Work orders > Active work orders module, and select the Add new button in the top right of the data grid.
2. In the General information section, select the Work order type from step 1.
3. Fill in the remaining details in the sidepanel and select Save & continue.
4. Finally, add the task to the work order and select Publish to deploy the task for scheduling.