Add a Task

Click the Add Task button.
A new row appears at the bottom of the task list, enabling you to add a task. The new row will be numbered in an increment ten past the last task issued. For example, if the last task had a number of 50, the new task would be numbered 60.

Enter a brief description for the task in the Description field.

Enter any additional information required, such as estimated time.

To move the task to a higher place in the list, change the number listed to place it in the desired location. 

Click in a white area outside the list and the task will move before saving.

Click Save.

Click the Add Task button.

The Tasks Module lookup opens, allowing you to select one or more tasks.

Use the filter and search controls to identify the items you want to add.

In particular, note the View filter control in the upper-left, prompting you to filter for the type of task.

Choose one or more of the following options:

• Add a task:

  1. Ensure the View filter in the upper-left is set to Tasks.

  2. Find the task you want to add.

  3. Click the task.

     The task is added to the My Selection(s) area at the bottom of the dialog box.

  4. Repeat as necessary.

• Add a task group:

  1. Change the View filter in the upper-left to Task Groups.

  2. Find the task group you want to add.

  3. Click the task group.

     All tasks associated with the task group are added to the My Selection(s) area.

• Select a specification to be added as a task:

  1. Change the View filter in the upper-left to Specifications.

     You can filter for all or for the specific asset.

  2. Find the specification you want to add.

  3. Click the specification.

     A task with the specification for a description is added to the My Selection(s) area.

     If you have set up lookup tables for the specification for the Initial and/or Final Reading field, these lookup tables will be exposed in the Specification task. For more instructions on this process, see Work Order Task Lookup.

• Select a meter reading to be added as a task:

  1. Change the View filter in the upper-left to Meter Reading.

  2. Find the meter reading you want to add.

  3. Click the meter reading.

     A task with the meter reading for a description is added to the My Selection(s) area.

• To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

Click Apply.

The Tasks Module lookup closes, and the new tasks are added to the Tasks Check List.

Click Save.