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Add Existing Task to New Work Order

This feature requires a Cartegraph OMS license.

Add an existing task to a New Work Order from either the Task List or Detail view.

Task List View

  1. Click the Work>Task tabs.
OPTIONAL: Add a Task Layer.
  1. Select one or more Tasks on the List view.
NOTE: The Task dates must fall into the Work Order’s date range and associated to one Work Order.
  1. Click Actions>Add to New Work Order.
  2. Enter the Work Order details.
  3. Click Finish & Save.
The selected Tasks are associated to the new Work Order.

Task Detail View

  1. Click the Work>Task tabs.
OPTIONAL: Add a Task Layer.
  1. Navigate to the desired Task and click View.
NOTE: The Task dates must fall into the Work Order’s date range and associated to one Work Order.
  1. Click Actions>Add to New Work Order.
  2. Enter the Work Order details.
  3. Click Finish & Save.
The selected Task is associated to the new Work Order.

 

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