Users who utilize the Service feature of T3 can create Task Lists for their company which can be assigned to a Work Order or Inspection to ensure the proper steps are being taken to complete the service-related request.

Creating a Service Task List

  • From T3, open the app drawer and select Fleet.

  • Select Service from the left menu and then the Manage Task Lists tab.

  • Select the New Task List button.

  • Type in a Name and Description for the Task List.

  • From the Edit Task List page, select Add a Task to begin adding steps to the list.

  • Type in a name for the task.

  • Select from the dropdown list options of Task Type.

    • Checkbox - the checkbox will create a box in the task for the user to select when the task is completed.

    • Pass / Fail / NA - selecting Pass / Fail / NA will create three options: pass, fail, NA, for the user to click when completing the task. Note: When failing a task, it will NOT create a Work Order.

    • Input - this will create a text box field so the user can enter details about the task results.

    • Single Select - selecting Single Select will open a new field where you can enter an option name that will be included in the task for completing.

  • Check the Required box if you want the task required.

  • Continue adding steps, the list will save automatically.

    • If you need to delete any steps, select the Remove button.

    • Optionally add the task list to a Maintenance Service Interval at the bottom of the page.

  • Once you are done, click Go back.

  • The new Task List will display in the table.

  • Select Edit to make changes or Delete to remove.


Adding an Existing Task List to a Work Order or Inspection

Once you've created a Task List it can be added to a Work Order or Inspection.

  • From T3, open the app drawer and select Fleet.

  • Select Service from the left menu and then the Work Orders or Inspections tab.

  • Locate and open the Work Order for adding the task list.

  • Select Task List.

  • Select the +Add Task List button.

  • Select an existing Task List from the dropdown list options.

  • Select the Add Task List button.

  • The Task List has been added to the Work Order and is ready for completion.


Assigning a Task List to a Maintenance Service Group's Work Orders and Inspections

A Company Owner or Manager has the ability to add a created Task List to a Maintenance Service Group's future Work Orders and Inspections.

  • From T3, open the app drawer and select Fleet.

  • Select Company from the left menu.

  • Select Account (across the top).

  • Scroll to the Maintenance Groups section and open an existing Maintenance Group using the dropdown list.

  • Select the +Task Lists button.

  • Add a list or multiple lists and check if you'd like the Task List added to Work Orders or Inspections.

  • Click Save. The Task List will be assigned to any future Work Orders or Inspections for the Maintenance Group indicated.

Interested in getting started with T3's work orders solution? Find out more and request a demo.

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