Add Tasks

Learn how to add tasks to a job by either adding them manually or selecting existing tasks from the Task Library

Updated over a week ago

By adding tasks to a Job in Loc8 you can define and delegate the job in smaller individual parts to your workforce based on their expertise and availability. This keeps them focused on completing the tasks one after another in a challenging scenario in-field.

Using tasks, you can indicate a repetition of an activity certain number of times to consider as completed. This is implemented through the Quantity field in the Task Template. For example, a task ‘Press Switch’ with Quantity set to 3 guides the appointed technician to perform the Press Switch action three times in their current scenario.

On other instance, a task may need to be performed 'n' number of times on the same asset, which is also supported by adding tasks to the job 'n' number of times on the selected asset with just a click.

These are a few methods of adding tasks of different nature to the job to ensure the job is performed with accuracy where the tasks help to keep track of the accrued charges on the job as per the actual labour hours and task charges involved in completing the work.

In this article, you will see how to:

Accessing the Task Tab

STEP 1 Go to the Jobs workspace and select the job you want to add tasks to.

Adding a Basic Task

A basic task is a one-off task. You can fill in the task details directly in the Item, Qty, and Unit Charge columns.

For the Unlimited Loc8 subscriptions, the asset on which this task will be performed must already exist in Loc8 so that you can select the asset in the Asset column.

Adding Tasks from the Task Library

[Applicable if you're on the Professional or Enterprise edition]

When using this option of adding tasks to a job, you are able to achieve all of the below in few simple steps:

  • select the required task from a collection of tasks (also referred to as Task Templates in context of being readily available and reusable) in the Task Library. Having the required tasks already in place under the Task Library is a prerequisite to using this option of adding the tasks to the job. To know how to create a task template in Settings -> Task Library see, Create Task Templates and Sub-Task Templates in Task Library.

  • associate the task with an existing or new job as and when required

  • easily couple the selected task with the assets on which that task will be performed in-field

  • define the number of times the task will be performed on that asset

When you specify a task instance count (such as 3 in the example), the selected task will be added that many number of times for the asset as shown below:

You can view the subtasks on expanding the task as shown below:

Once the tasks are added to a job, they are displayed in a flat list by default. But by using the features of sorting, adding additional columns and searching using keywords, you have the option to organise the task list in the best possible way to get your work done faster.

Learn more about how you can modify the way you view the tasks.

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