PREREQUISITES

  1. A unique code for the new subtask
  2. The type of result data that's expected to be recorded on completing the subtask
  3. If the final result of the subtask requires the technician to choose a value from a dropdown list (Result Type: List), that list is already created in Settings > Custom List

STEP 1 Go to the Libraries tab, where the subtasks are saved as templates and can be easily added to tasks at any time.

STEP 2 Go to the Subtask Lists page.

STEP 3 Open the Subtask Creation wizard.

STEP 4 Provide the subtask details.

STEP 5 Specify the type and default values of the result that must be recorded on performing the subtask.

An example of each result type is shown below:

Text Result Type

Number Result Type

List Result Type

Boolean Result Type

Date & Time Result Type 

STEP 6 Lastly, go ahead and finalise the subtask.

The new task created is now available in the task template library. You can inspect and edit the task at any time.

Now, when you create a job, you'll see the new subtasks in the suggestion list. 

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