How-To: Use Work Order Tasks

Created by Kenneth Abad, Modified on Wed, 2 Oct at 8:51 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: Click the '+' on the multifunction button on at the top right. Select 'Task'.

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

The calendar icon will open up a time picker to easily pick a date/time.

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

Using Tasks

Tasks can be found on the Task List, in the Task Tab of a job, and up to 2 tasks appear on the notes tab of the Work Order.

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

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

Step 3: Complete the objective of the task.

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

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'