Understanding the Work Order Creation Fields

Write a brief summary of the task or issue.

Helps assigned users understand the nature of the work.

Attach photos, documents, or voice notes for context.

Useful for showing damage, referencing manuals, or giving verbal instructions.

Set how urgent the work order is.

Helps teams prioritize tasks efficiently.

Select the admin overseeing the work.

Used mainly for tracking and reporting purposes.

Assign users responsible for completing the work.

Mandatory for task allocation.

Assign entire teams instead of individuals.

Ideal for collaborative or large-scale tasks.

Define when work should start and finish.

Ensures tasks are time-bound and trackable.

Choose the type or classification of the work.

Helps organize and filter tasks by type (e.g., electrical, plumbing).

Link the task to a specific machine or equipment.

Enables asset-specific history and reports.

Indicate where the work needs to happen.

Helps users quickly identify the job site.

Add step-by-step instructions or tasks to follow.

Ensures work is done consistently and thoroughly.

Select a predefined workflow with steps and logic.

Useful for structured or complex tasks.

Set the work order to auto-repeat at regular intervals.

Perfect for routine or preventive maintenance tasks