How to Add Tasks
Create tasks with clear names, types, priorities, and due dates so work stays organized, assigned, and trackable from start to completion.
Before You Start
A Task is an actionable work item tied to a Location and optionally an Asset. Tasks help you track maintenance, inspections, follow-ups, and workflow steps from start to completion.
- Task Name – a clear title describing the work.
- Type – categorizes the kind of work being performed.
- Priority – helps teams focus and plan.
- Due Date – tracks deadlines and highlights overdue work.
- Location – the site where the work will happen.
- Asset (optional) – the specific equipment this task relates to.
- Select a Location first to narrow the Asset list to that site.
Quick Add Task
Quick Add Task is a faster entry flow for creating a task when you need to get work into the system quickly. You can still add details like Description, assignment, and scheduling as needed.
- Go to Tasks from the left side panel.
- On the Tasks Dashboard, click Quick Add Task.
- Take Photo lets you attach a photo to support the task and is useful for field documentation.
- Set Location helps capture where the work will occur, then select the matching system Location.
- Enter a clear Task Name.
- Select Type.
- Select Priority.
- Set the Due Date.
- Add a Description if needed.
- Select Location (recommended).
- Select an Asset if needed.
- Use Request / Assign to assign the task to a user if needed.
- Click Add Task to save.
Add Task
Use Add Task to create a complete work item with clear context tied to a Location and optionally an Asset, along with priority and due date. Tasks can also include attachments, procedures, triggers, actions, and scheduling.
- Go to Tasks from the left side panel.
- Click + Add Task.
- Enter Task Name.
- Select Type.
- Select Priority.
- Set the Due Date.
- Add a Description if needed.
- Select Location.
- Select an Asset if needed.
- Use Request / Assign to assign the task to a user.
- Click Create Task to save.
Edit Task
You can edit a task any time to update its details, including status, priority, due date, assignment, and links to location and asset. Edits are accessed from the task row 3-dot menu.
- Open the tasks list from the Tasks Dashboard or inside a record.
- Find the task row you want to update.
- Click the 3-dot menu on that row.
- Select Edit.
- Update the fields you need.
- Click Save Changes.
- Task Name, Type, and Description.
- Status, Priority, and Due Date.
- Location and Asset.
- Request / Assign (Assigned To).
Build the Task Record
After you create a task, you can build a more complete record by adding assignment, attachments, procedures, and workflow elements. This helps create a clear history of what was requested, what was done, and when.
- Confirm core details – review Task Name, Type, Priority, Due Date, Location, and Asset so the work is tied to the correct record.
- Request / Assign – assign the task to a user for accountability and visibility.
- Add Files – attach photos, documents, and supporting records that belong with the task.
- Add Procedures – include step-by-step instructions for consistent work completion.
- Add Triggers – automate follow-ups or related workflow actions when needed.
- Add Action – create structured checklist-style actions tied to the task.
- Add Scheduling – set planned dates and recurring workflows when applicable.
- Task records stay clearer and easier to manage from start to completion.
- Assignments and accountability improve when users, dates, and procedures are tied to the task.
- Task history becomes easier to review when files, actions, and workflow elements are added.
- Reporting and follow-up are stronger when tasks contain complete context and supporting records.
- Use Priority and Due Date together so the team can plan work realistically.
- Link an Asset whenever the task is equipment-specific to improve maintenance history and reporting.
- Attach photos and files to reduce back-and-forth and keep a complete record.
