PM Tasks

Tasks are the jobs that need to be completed on a Work Order that is created by a PM. Because they will be part of the Work Order, these activities are often called subtasks. On a PM, Tasks are used to collect Resources that are commonly needed to complete work and estimate future costs.

Tasks can be manually added to the Work Order but may be added automatically based on the Work Order's Main Task.

Work Order Tasks grid

The Work > PM/Templates > PM Tasks grid displays all of the Tasks on the Work Order created by the PM.

Using Grids >> Grid Tools>> Editable Grids>> Using Forms >>

How to add a Task

Work Order Tasks record fields

Task*	Identifies the assigned activity on the Work Order that is created by this PM. An agency establishes its list of Tasks in the Work > Administration > Work Flow Setup > Task Setup module. The list will only show Tasks associated to the PM/Template's Category.
Unique ID	Indicates the user-defined unique ID for importing Tasks and attaching them to Work Orders.
Seq No	Indicates the order in which the Tasks should be completed.
Task Crew	Identifies a group of Employees assigned to work on the Task.
Task Supervisor	Identifies the Employee responsible for the Task. The list of Supervisors comes from records in the Work > Administration > Work Flow Setup > Employee Setup module that have the Supervisor field marked. By default the list will only show Employees associated to the PM/Template's Category.

* Required.

More Task record fields

In This Section

PM Task Fields

PM Resource - Employees

PM Resource - Equipment

PM Resource - Materials

PM Resource - Fluids

PM Resource - Contractors

PM Resource - Material Kits

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