Adding Tasks:

• In cases where it is not possible (or reasonable) to create a generic task suitable for all similar pieces of equipment, separate appropriately named tasks should be entered into the system; this will allow the correct task to be more easily identified when setting up schedules for your equipment.

1. From the Task Library list, click Add Task.
   
   
2. Provide the following information in the Add Task window:
   
   
   
   
   • The Property where the task will be taking place (only corporate tasks apply to all properties).
   • Create a name for the task.
   • Select the trade that this task applies to.
   • Select how frequently the task should occur in the Frequency field. The following options are available: Daily, Weekly, Monthly, Quarterly, Semi-annually, Annually, or More Options...
     
     • Clicking "More Options" changes the drop-down, allowing users to select a more specific time interval, such as 8 months, 4 years, etc., as shown below.
       
       
       
       
   • Enter the estimated time it will take to complete the task, and any general instructions concerning the task.
3. Click Create to create the task, or Create and View to create the task and then view the Task Details screen, where users can edit the task. See Editing Tasks for additional details.