> For the complete documentation index, see [llms.txt](https://workmate.gitbook.io/workmate-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://workmate.gitbook.io/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/schedule/creating-tasks.md).

# Creating Tasks

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

## **Work Order Process:**&#x20;

**1. Access the Work Orders module**&#x20;

* Access the Work orders module.&#x20;
* Select the work order you'd like to add a task to.&#x20;

<mark style="color:green;">Example: WO-#29</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FvbzEltTrsGErf8v6DZIS%2Fimage.png?alt=media&amp;token=42ad02c7-2952-408f-9da8-79d72849e4db" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**Note: You must save work orders before you can create tasks.**</mark>

**2. Add a New Task.**&#x20;

* Click the **+ New Task** button.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FjvJVgyIujQJJSdIIEmtZ%2Fimage.png?alt=media&amp;token=e9b0bb5b-40d5-45b1-85f2-9297996ca728" alt="" width="563"><figcaption></figcaption></figure>

* Enter in required task details. Here you can also assign staff members.&#x20;
* If you have already assigned employees to your work order, they will automatically be assigned to new tasks.&#x20;

<mark style="color:green;">Example: Collect Customer Information</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FF13qgsrnmrkhRvYyyOJu%2Fimage.png?alt=media&amp;token=a0c494b4-d4cb-4e81-88bf-9d94ec104036" alt="" width="425"><figcaption></figcaption></figure>

* Click the **Create** button.&#x20;
* The task will now be saved under the **Tasks** section in the work order.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FwzqRCdNnIQXxPCfvVZO8%2Fimage.png?alt=media&amp;token=072ccea3-f349-4590-946b-d1e769e05aa0" alt="" width="239"><figcaption></figcaption></figure>

* Now you will be able to view this task in the **Schedule** module and schedule it to an employee.&#x20;
* If you click on the **Schedule** button, it will take you directly to the schedule module for easy scheduling.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fhid1oXxe0X5G7dAjrpgF%2Fimage.png?alt=media&amp;token=5644bfae-45bc-4220-8c83-2a4ec29d4cda" alt="" width="235"><figcaption></figcaption></figure>

* If you have a due date for your work order, the task will automatically have that due date as well.&#x20;
* If you assign any labour to a product, WorkMate will automatically create a task for it as well.&#x20;

## Purchase Order Process:

**1. Access the Purchase Orders module**&#x20;

* Access the purchase orders module.&#x20;
* Select the purchase order you'd like to add a task to.&#x20;

<mark style="color:green;">Example: PO-#85</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FUml36GdjaxgzCgSFDNZg%2Fimage.png?alt=media&amp;token=99419ec2-5d7a-423a-8fa0-a207baedeeec" alt="" width="563"><figcaption></figcaption></figure>

<mark style="color:red;">**Note: You must save purchase orders before you can create tasks.**</mark>

**2. Add a New Task.**&#x20;

* Click the **+ New Task** button.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FoAeQs7QQFjBsPo0i4Yd8%2Fimage.png?alt=media&amp;token=5c213ee0-f042-4195-adb8-c359e846385c" alt="" width="563"><figcaption></figcaption></figure>

* Enter in required task details. Here you can also assign staff members.&#x20;

<mark style="color:green;">Example: Close Shop</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FKTu5uaQAqsZm3DYxX765%2Fimage.png?alt=media&amp;token=da5b00b7-10ec-4a7d-8b75-29e72c506afd" alt=""><figcaption></figcaption></figure>

* Click the **Create** button.&#x20;
* The task will now be saved under the **Tasks** section in the purchase order.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FfvsZ9juUIkxmLfJuBOWQ%2Fimage.png?alt=media&amp;token=cdb88063-b65a-4fa8-ad3f-b2b3a9dd7246" alt="" width="426"><figcaption></figcaption></figure>
