---
title: "Create resource tasks"
slug: "bc-create-resource-tasks"
description: "Streamline resource planning and time registration with automated tasks for projects, assembly, service, and manufacturing. Create and manage tasks efficiently."
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-create-resource-tasks"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create resource tasks

The resource task connects resource planning with time registration. Planning functions in projects, assembly, service, and manufacturing create resource tasks automatically. You can also create resource tasks in batch.

## Create resource task from planning

Use the following functions from the relevant module:

- **Projects**: Change the status of a project task to **Released** to create or update a resource task for the project task. Change the status of the project planning line to **Released** to create or update an assignment to the resource task.
- **Assembly**: The setting in **Resource Task Setup: Assembly**: **Create Task on Assembly Release** controls the creation of resource tasks. When **true**, the resource task is created or updated when the assembly order is released.
- **Service***(when Service Integration is installed)*: A column in **Repair Status Setup**: **Resource Task Active** determines for each status code if a resource task per service item line is created or updated, as well as task assignments for resources allocated to the service order.
- **Manufacturing***(when Manufacturing Integration is installed)*: When changing the status of a production order to **Released**, or when using the **Refresh** or **Replan** function in the released production order, a resource task is created or updated per operation. The number of tasks created depends on the setting in **Resource Task Setup: Production**: **Resource Task Creation Type**, which can be set to **For All Operations** or **For Point of Completion**.

## Create resource task in batch

Batch functions are available to create resource tasks outside the embedded planning processes.

### Steps - Create project tasks - Batch

1. Choose the ![Lightbulb](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/search_small(3).png) icon, enter **Create Project Tasks**, and then choose the related link.
2. Specify the required projects and project tasks and click **OK** to create tasks.

### Steps - Create assembly tasks - Batch

1. Choose the ![Lightbulb](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/search_small(3).png) icon, enter **Create Assembly Tasks**, and then choose the related link.
2. Specify the appropriate assembly orders and click **OK** to create tasks.

### Steps - Create service tasks - Batch

1. Choose the ![Lightbulb](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/search_small(3).png) icon, enter **Create Service Tasks**, and then choose the related link.
2. Specify the appropriate document details and click **OK** to create tasks.

### Steps - Create production tasks - Batch

1. Choose the ![Lightbulb](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/search_small(3).png) icon, enter **Create Production Tasks**, and then choose the related link.
2. Specify the appropriate production order and click **OK** to create tasks.

## Steps - Create resource tasks manually

Create resource tasks of the type **Resource** manually from the **Resource Task List**:

1. Choose the ![Lightbulb](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/search_small(3).png) icon, enter **Resource Task List**, and then choose the related link.
2. In the **Resource Task List**, select **New**.
3. Complete the fields on the **Resource Task card**. The **Type** field defaults to **Resource** and is not editable.

## Steps - Clean up resource tasks

Because resource tasks maintain the link between a source document (project, assembly, production, service) and time lines, resource tasks are not deleted. The clean-up process sets the resource task status to **Terminated**:

1. Choose the ![Lightbulb](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/search_small(3).png) icon, enter **Cleanup Tasks**, and then choose the related link.
2. Specify the appropriate task details and click **OK** to clean up the registered tasks.

## Related

- [Resource tasks](/bc-resource-tasks.md)