Tasks & Checklists

What are Tasks?

A Task is an individual step or action within a work order. Tasks turn a work order from a simple record into a detailed checklist of things to complete.

Each task has:

• Title — What needs to be done
• Description — Detailed instructions (supports rich text)
• Duration — Expected time to complete this task
• Status — Pending, Started, Completed, Skipped, or Failed
• Files — Attached instructions, reference images, or documentation

Task statuses

Status	Meaning
Pending	Not yet started
Started	Currently being worked on
Completed	Successfully finished
Skipped	Intentionally not performed
Failed	Could not be completed

Loading tasks from Work Templates

Instead of creating tasks manually for each work order, you can load them from a Work Template. Work Templates are reusable checklists stored in the Knowledge Hub.

When you create a work order:

1. Select the devices the work applies to
2. Choose a Work Template
3. The template’s tasks are loaded into the work order
4. You can modify, add, or remove tasks as needed

Tip

Work Templates are especially powerful when combined with Strategies. A Strategy can automatically create work orders with pre-loaded tasks from a specific template.

Tasks per device

When a work order covers multiple devices, tasks are organized per device. This means you can track completion status independently for each device.

Adding spare parts to tasks

Tasks can reference Spare Parts needed for the work. This helps technicians know what materials to bring and tracks which parts were actually used.