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Add Existing Task to Existing Work Order

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This feature may not be available in every package. Not sure if you have this feature or you want to learn more about it? Send us a message at support@cartegraph.com.

 

List View

  1. Click the Work>Task tabs.

Add a Task Layer.

  1. Select one or more Tasks on the List view.

The Task dates must fall into the Work Order’s date range.

  1. Click Actions>Add to Existing Work Order.
  2. Select the Work Order ID.
  3. Click Add.

The selected tasks are associated to the selected Work Order.

Detail View

  1. Click the Work>Task tabs.

Add a Task Layer.

  1. Navigate to the desired Task and click View.

The Task dates must fall into the Work Order’s date range.

  1. Click Actions>Add to Existing Work Order.
  2. Select the Work Order ID.
  3. Click Add.

The selected tasks are associated to the selected Work Order.