Task Groups

Add Task Group window

Path: Task Library > Task Groups

The Task Library > Task Groups window is used to name a Group to which you can add a list of specific Tasks. Each Task is then assigned to the Group when you Add or Edit the individual Task from Task Library > View All.

Once Tasks assigned to the named Group, it is easy to select the Group to add several tasks at once to a work order.

To make changes to the Sort Order or Allowed Sites as well as Disable the Group, select the Edit button for the desired Group.

To export a list of Task Groups to a CSV file, select the CSV button at the upper right of the Task Groups window.

Add Task Group window

Path: Task Library > Task Groups

  1. Select the Add button at the upper right of the screen.

  2. Enter your Group name in the Name field.

  3. (Optional) Change the number in the Sort Order field to change the display order of group tasks.

  4. (Optional) Select the Sites(s).

  5. Click Save .

Path: Task Library > View All

  1. Open Task Library > View All.

  2. Click the Edit button for the desired Task.

  3. Select the Task Group for the Task.

  4. Click Save.