Tasks is meant to be a place where you can see all work orders assigned to you for the current day. The task tab is customizable to be sorted by age or priority. Tasks can also be color-coded based on urgency. For example, the highest priority tasks can appear red.
Who can use this feature?
You must have permissions to use this feature.
Important Note
Tasks are defined as work orders or events. Tasks will show if they are assigned to you or a crew that you belong to.
Instructions
Log in to your system
Click the Tasks tab in the left navigation menu
Select the task you would like to complete from the list
Fill out the Actual Date and Actual Time
Add any relevant Notes
(Optional) Log your time by selecting New on the Time table under Resources
Enter the following information:
Date: The date the work was completed
User: The user who completed the work
Duration: The amount of time spent on the work
Wage Code: Select the applicable code
Notes: Add any necessary notes
Click Add
(Optional) Log any material, components, or parts used by selecting New on the Material table
Fill out the following information:
Component: Select the applicable component
Part: Select the applicable part
Qty: “Quantity” or the number of parts used
Note: Add any necessary notes
Unit Cost: Should be automatically calculated.
Click Add
Update the overall Status of the Task
Click Save
