Create New Task

1. Choose between two options:

   • Click the down arrow next to the New button.

   • Select File > New > Select from the Main Menu.

     The Module menu opens.

2. Select Task from the menu.

   The Task Details page opens.

3. Enter the task description in the Task field.

   This description will be displayed in the Tasks lookup when adding a task to a procedure or work order. Task descriptions can be general or specific to an asset, as shown in the following examples:

   • Check oil level.

   • Check fluid level.

   • Inspect roof tiles for cracks.

   • Inspect for cracks.

4. Select a category for the task from the Category field.

5. Select the group the task should belong to from the Group field.

6. If desired, enter a display order number in the Display Order field to specify where the task will be displayed under its grouping or category.

7. Select the Active check box if this task should be active.

   This check box is selected by default. This setting ensures the task is displayed in Task module lookups.

8. Select the Available for Service Requests check box if this task should be available for service requests.

   Selecting this check box allows requesters to select this task as criteria for their service request in the Service Requester.

9. Select the Track in Asset Module check box if this task should be tracked in the asset module.

   Identifying a task as tracked in the asset module ensures that the task is specifically listed in the asset's Tracked Tasks sub-tab each time the task is performed.

10. Indicate if task readings for this task should be associated with a lookup table:

    1. Select the check box to indicate if the Initial and/or Final Reading field for this task should be connected to a lookup.

    2. Select the lookup table that should be used from the field.

       You can add a new lookup table for the task in the Lookup Table Manager.

11. Click Save.