Creating A Task

Step 1 - Open The New Task Popup

Head to the Service - Tasks Page via links available on the Left Navigation Bar. Click on the Create button visible on the top right corner of the page and then click on the Create Task + button visible in the resultant drop-down. This will open up the New Task Popup.

Alternatively , tasks can also be created against dispatches via the Transactions Page. To do so, head the Transactions Page - Open Contracts Tab, and click on a contract row to open up the dispatches popup. Click on the yellow colored button featuring the wrench icon to open up the New Task Popup.

Step 2 - Fill In Basic Details For The Task

The first screen on the New Task Popup features miscellaneous fields for basic info on the task. Users can select the task's type, assignee, priority, expected start date, due date, discount to be applied on the task and also add notes to the task.

When selecting an assignee for the task, the chart icon on the task field can be clicked to view a Gantt Chart displaying already created tasks (and the task currently being created) to determine which assignee should the task be assigned to.

Once required details are provided, proceed to the next step by clicking on the Next button.

Step 3 - Filter And Select an Asset and Customer

The next screen on the New Task Popup displays an asset (left) and customer (right) selection interface, where users can filter, search and select an asset and a customer whom the task is being generated for.

By default, at least one text filter needs to selected to show assets. Asset selection is required, whereas customer selection is optional. Selected Asset/Customer will be highlighted in blue.

Once an asset (and a customer if needed) is selected, proceed to the next step by clicking on the Next button.

Step 4 - Filter and Select Parts

The next and last screen on the New Task Popup displays a part selection interface, where users can filter, search and select parts that are needed for the repair/maintenance job on the asset. Scrolling to the bottom of the part selection section loads more results (if any).

Filtered parts show up on the left section of the popup. A part can be added to the task by clicking on an part, then clicking on the + Add button that shows up on the clicked part. Selected parts show up on the right section of the popup, and are shown as selected on the left section. Specific information on the selected part can be edited, such as item discount, item quantity, item capitalization and whether the item is to be billed to the customer or against the asset itself.

Step 4A - Booking Unavailable Parts

Occasionally, there will be parts that are not (or only partially available) in stock . Instead of missing out on creating a task because of missing parts, parts can be booked on tasks, and tasks can keep track of booked parts and ensure all required parts are available to initiate work on the task.

To book an unavailable part, click on part on the on the right section of the popup and click on the Book button. This will open up the Booking Popup, where a filtered list of purchase orders will be visible based on the part selected for booking. Alternately, user can also click on the Book Parts button towards the mid-bottom of the popup to open up the Booking Popup without filtering for a specific part.

Step 4B - Selecting a Purchase Order and Booking Parts

The Booking Popup displays a purchase order selection and parts booking interface, where users can filter, search and select purchase orders, and then book items from within the purchase order.

Filtered purchase orders show up on the left section of the popup. The Booking Popup only shows Purchase Orders that are in the released state, and have bookable items, i.e. items that have not yet been consumed elsewhere and can be attached to a task. An existing purchase order can be selected, or if no existing purchase order contains the task's required items, a new purchase order can be created on the fly by clicking the Create Purchase Order button.

Clicking a purchase order displays a list of bookable items on the purchase order.

The user can select a quantity that they wish to book, and click the Book button against the item to add it to the list of booked items. Booked items show up on the right section of the popup, and are shown as booked on the left section.

Step 4C - Confirm Booking

Once required items have been booked from purchase orders. Click on the Confirm Booking button on the Booking Popup to add the booked items to the task. The booked parts will now be visible on the Task Popup.

Parts can billed to either asset, or the customer (if a customer is selected). Part billing can be toggled via a button toggle under the Bill To column on the selected parts section on the right side of the popup. Received items can be toggled via a button toggle visible against the Part Name header on the selected parts section of the popup.

Once part selection is finalized, click on the Save button to complete the Task Creation Flow and generate the new task.