How-To: Use Work Order Tasks

Created by Kenneth Abad, Modified on Thu, 02 May 2024 at 09:36 AM by Kenneth Abad

Manage your work in Umbrava through Tasks.

Adding a Task

Step 1: Go to your Work Order that you want to set a task for.

Step 2: Navigate to the Tasks tab and select '+ Add New'.

Step 3: Fill in the required fields. Target Start Date/Time puts the task on your task board.

Step 4: Select 'Save' and your task will be created.

Using Tasks

Tasks can be found on the Task List and in the Task Tab of a job.

Step 1: View your open tasks on the Task List.

Step 2: Click the Tasks Reference Link to be brought to the Work Order.

Step 3: Complete the objective of the task.

Step 4: Go to the 'Tasks' tab of the Work Order.

Step 5a: If you need to create a new task, click 'Complete & Add New' on the task.

Step 5b: If you don't need a new task, click the down arrow and select 'Complete'