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  • Work Order Process:
  • Purchase Order Process:
  1. WorkMate Feature Guides
  2. WorkMate Admin Features
  3. Schedule

Creating Tasks

To add tasks, you can do so through the work order or purchase order creation process.

PreviousScheduleNextCreating a Schedule

Last updated 8 days ago

Work Order Process:

1. Access the Work Orders module

  • Access the Work orders module.

  • Select the work order you'd like to add a task to.

Example: WO-#29

Note: You must save work orders before you can create tasks.

2. Add a New Task.

  • Click the + New Task button.

  • Enter in required task details. Here you can also assign staff members.

  • If you have already assigned employees to your work order, they will automatically be assigned to new tasks.

Example: Collect Customer Information

  • Click the Create button.

  • The task will now be saved under the Tasks section in the work order.

  • Now you will be able to view this task in the Schedule module and schedule it to an employee.

  • If you click on the Schedule button, it will take you directly to the schedule module for easy scheduling.

  • If you have a due date for your work order, the task will automatically have that due date as well.

  • If you assign any labour to a product, WorkMate will automatically create a task for it as well.

Purchase Order Process:

1. Access the Purchase Orders module

  • Access the purchase orders module.

  • Select the purchase order you'd like to add a task to.

Example: PO-#85

Note: You must save purchase orders before you can create tasks.

2. Add a New Task.

  • Click the + New Task button.

  • Enter in required task details. Here you can also assign staff members.

Example: Close Shop

  • Click the Create button.

  • The task will now be saved under the Tasks section in the purchase order.

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