Your Work Order workspace serves as a centralized hub for managing all aspects of maintenance tasks and work orders. You can collaborate with your team to access, create, and track work orders, assign tasks, and communicate seamlessly.
Here are some links to help you navigate your work order workspace:
☝️ Basics
- Intro to Work Orders
- Create and Edit a Work Order
- Customize Tags on Work Order
- Set a Default Assignee to a Work Order
- Add To-Do's to a Work Order
- Add a Procedure to a Work Order
- Add Files/Photos to a Work Order
- Update a Work Order Status
- Delete a Work Order
- Duplicate a Work Order
- Select Multiple Work Orders
- Add Your Team to the Work Order Workspace
- Communicate with Your Team on a Work Order
- Set a Default Assignee to a Work Order
- Share an Internal Link to a Work Order
- Share a Public Link to a Work Order
- Download a Work Order
🔖 Filters and Views
- Filter Work Orders
- View Work Orders on a Calendar
- Drag and Drop Work Orders on the Calendar
- Use Quick Create to Add Work Orders from the Calendar View
- View Work Orders on a Status Board
- Table View: Filter/Search Text fields
- Table View: Save Filters/Sorting
🔗 External Forms
- Submit a Work Order through a QR Code or Link
- Create an External Work Order
- Email Updates for External Requesters