Adding Work Orders to Projects

Projects are often composed of different work orders and scheduled maintenances and are great tools for organization and defining a clear goal or purpose.

This article describes how to add a work order to a project. There are two methods to do so. 

For help creating a project, see Creating a Project.

Method One: From the Work Order Side

1. From the left sidebar, select Maintenance, then Work Order, and then Search.
2. Select the work order you would like to add to your project. If you cannot find your work order, check your settings/filters. For more help, see Filtering and Viewing Work Orders and Requests.
3. At the top right, select Action and then Add Project.
4. Select the project you would like to add.

Method Two: From the Project Side (Allows to Add Multiple Work Orders at a Time)

1. From the left sidebar select Projects.
   
2. You can use the toggle arrow next to each project to view the existing work orders attached. Select the ID of the project in blue.
3. Under the Project Menu, select + Add Work Orders.
4. Select the checkbox of each work order you would like to add.
5. Select + Add at the bottom right.