Adding a Task
Updated
by
Cheryl Wallace
- Click Service in the left side menu bar and click Tasks.
- Click
to add a new record. - Enter minimum required information of Task, Visibility Location, Task Type, Work Order Type and Meter.
- Add any Instructions, if needed.
- Add any Required Material and/or Required Tools, needed to carry out the task that are carried as part of your inventory.
- If applicable, add one ore more tasks to the Supersede List. These tasks will be updated at the same time as the main task.
- Click
to save the entries.
See also:
- About Service Tasks
- Tasks tab for Part Numbers
- Adding a Task to a Part Number
- Service Requirements tab for Serialized Items
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