This article describes how to add or complete tasks on a work order.
Adding Tasks to a Work Order
- From the left sidebar, select Maintenance, then Work Orders, then Search.
- Select the work order you would like to edit. This should direct you to the work order overview page. If you cannot find your work order, check your settings and filters. For more help, see Filtering and Viewing Work Orders and Requests.
- From the left menu, select Tasks.
- Select + Add Task at the bottom if there are no added tasks, or select the blue + to the left of any existing task added.
- Fill out the description of the task. This is the only required field.
- Select Save.
Completing, Canceling, or Reopening Tasks
- Once you are in the tasks menu, select the checkbox in the leftmost column of each task you would like to complete, cancel, or reopen.
- Select complete, cancel, or reopen.
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