Create and maintain tasks

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Create and manage tasks for work order lines.

You can use tasks to build work order templates or add them to existing work orders. All linked setups transfer to the work order line. This includes the status group, item requirements, and the work order checklist.

You must link each task to a status group. This setup is mandatory.

Link each task to a task type:

  • Tasks with the task type 'Service' appear on the service plan board.

  • Tasks with other task types appear on the transport plan board.

Once you create a work order with the correct setup, the tasks appear on the relevant graphical plan board for resource planning.

Use the transport plan board to plan delivery and load tasks.

Use the service plan board to plan service tasks, such as maintenance and repair. You can also plan transport tasks on this board.

Flow diagram