Task Management

OBJECTIVE

The Task Management option is used to define the tasks to be carried out during maintenance contracts.

 

To generate maintenance calls that match the lists of tasks by equipment, the following options must first be completed: Task Management, Define Maintenance Items, Define Equipment Codes and Contract Management.

 

PREREQUISITEs

 

Steps

 

maestro* > Service Management > Maintenance > Configuration > Task Management (Web)

 

Creating a Task

  1. Click the New icon.
  2. Enter the required information in the Main Fields tab:

Field

Description

Task Code

Code that identifies the task.

Description

Description that identifies the task.

French Description

Description that identifies the task.

Duration

Used to enter an approximate duration for performing the task.

NOTE: Available for information purposes only. However, this information can be printed on the work orders.

Data Type

Allows to indicate the type of data collected in maestro*MOBILE to specify whether the task has been completed or not.

Available values:

Checkbox

Allows to indicate that the task has been completed using a checkmark.

Yes/No

Allows to indicate whether the task has been completed using either Yes or No.

Text

To complete the task, the maestro*MOBILE user will have to enter a comment.

Numeric

To complete the task, the maestro*MOBILE user must enter a numerical value, i.e. a measurement.

  1. Click the Save icon.

 

See also

 

Last modification: September 11, 2026