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Add an existing task to a New Work Order from either the Task List or Detail view.
Task List View
- Click the Work>Task tabs.
Add a Task Layer.
- Select one or more Tasks on the List view.
The Task dates must fall into the Work Order’s date range and associated to one Work Order.
- Click Actions>Add to New Work Order.
- Enter the Work Order details.
- Click Finish & Save.
The selected Tasks are associated to the new Work Order.
Task Detail View
- Click the Work>Task tabs.
Add a Task Layer.
- Navigate to the desired Task and click View.
The Task dates must fall into the Work Order’s date range and associated to one Work Order.
- Click Actions>Add to New Work Order.
- Enter the Work Order details.
- Click Finish & Save.
The selected Task is associated to the new Work Order.
