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Add Existing Task to New Work Order

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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.

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 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.

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 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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