Edit a Task

Tasks can be edited as the work progresses.

  1. Open a work order.
  2. Click Tasks from the activity toolbar.

The Work Order Tasks page opens.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the task to edit.
  2. Click Edit Tasks(s).

The Edit Task(s) panel opens.

NOTE: Fields on this section may vary depending on the task chosen. See Work Order Fields for an explanation of fields.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select any assets that should be assigned to the task.
  2. Click Next.
  3. Enter any information related to the task.

  1. Click Save.