Tasks & Checklists
Add structured tasks to work orders
5 min read
Tasks break down a work order into trackable steps. You can edit a task's details anytime, and drag the handle (or use the up/down arrows) to set the order technicians follow.
Task Types
INSPECTION
Visual or physical equipment check
MEASUREMENT
Recording a value (temperature, pressure)
ACTION
Performing maintenance (replace, lubricate)
VERIFICATION
Confirming work was done correctly
Tip
Create task templates for recurring work. A template for 'Monthly HVAC Inspection' saves time and ensures consistency.
Related articles
Was this page helpful?