Dividing and delegating work by using tasks

When you plan a work order, determine whether you can divide it into separate tasks. You can assign the tasks to separate assignees to complete individual components of the work order.

When you create tasks for a work order, you must complete the Requester Information, Work Order ID, and Summary in the work order before you include the tasks.

The Tasks tab in the work order details shows the tasks that are required to complete the work order. If your organization does not use tasks for work orders, the Tasks tab might not be visible.

You can use task groups to manage a work order with several tasks. Each task group can have separate schedule, task assignee, and plan. For less complex work orders, tasks are optional. Tasks are created and modified in the work order and are stored separately in the Tasks form. A single work order can have an unlimited number of tasks.

After a task is assigned to a support group or an individual, the assignee receives notifications to perform the various task activities based on the work order process. After a task is assigned, assignees can log their progress as they complete each task. When all of the tasks related to a work order are closed or cancelled, the work order is set to Completed and the requester is notified that the work order is resolved.

Tasks, like work orders, go through various status transitions as they progress. The status in which a task is created depends on the status of the parent work order.

Read the following topics to learn more about using tasks to divide and delegate work orders:

• Adding tasks to work orders
• Ordering, scheduling, and assigning tasks
• Managing the assigned tasks
• Tracking task time and efforts