Create a task group

Task groups allow you to define predefined sets of tasks to use as supplementary tasks in work orders.

They may include tasks of the following type:

• Check.

• Location.

• Single answer.

• Multiple choice.

Create a task group

1. Go to Entities > Tasks > Task Groups .

2. Select Create .

3. Complete the group name.

4. Add the tasks that will be included.

5. Define whether each task will be initial or final.

6. Save the record.

[IMAGE: Entities > Tasks > Task Groups > Create screen showing the group name and the option to add tasks]

Complete the group details

Name

Complete the name or description that identifies the task group.

New

Select New to add a task to the group.

Before adding it, define if it corresponds to a task:

• Initial , when it must be executed at the beginning of the work order.

• Final , when it must be executed at the end of the work order.

[IMAGE: Group configuration showing the addition of initial and final tasks]

Once created, the group becomes available for use in the supplementary task fields of work orders.