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How do I create a new task?

  1. Click on New task...
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  2. Fill out all the fields
  3. Select a Group.
  4. Select the correct interval for scheduling the task (see below)
  5. Click on Save & close.
Scheduling options
Type Explanation
Time interval (default)

Enter an Interval and select day, week or month.

The Due Date is calculated based on today's date + interval.

Extra option:

  • Fixed interval

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Counter based

Enter an Interval and select a counter.

Enter the Due Running Hours. If the current counter value has been entered, the hours will be added automatically.

 

Extra options:

  • Fixed interval
  • Maximum interval
    Enter an interval and select day, week or month. This option allows you to perform a task with time intervals in addition to the counter.

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Project task

Select if the project task should be added to a selected type of projects.

 

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Use this task once / Defect

Select when the task should be performed.

 

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Other fields:

  • ID: This is a unique number that will be added before the task description.
  • Ranks: Select one or more ranks. Only users with one of these ranks can see the task on the job list.
  • Time needed: Specify how many hours are needed to perform this task.
  • Remark is mandatory: When you sign off on a maintenance task, the comments field is required.
  • Attachment is mandatory: When you sign off on a maintenance task, it is required to add a task completion document.
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