Parent & Child Tasks
Maintenance Pro allows the creation of Parent and Child tasks, which is useful when multiple tasks always “go together.”
For example, a parent task called General Cleaning can have child tasks such as Clean Windshield and Clean Interior. Whenever the General Cleaning task is added to a Work Order, the child tasks are automatically included.
Setting Up Parent and Child Tasks
Step 1 – Add the Parent Task First
This setup can be done individually for each asset via the Equipment Profile and Tasks tab, or through a PM Template. The following example demonstrates individual setup for a vehicle.
Add the parent task first. Note: The parent task must be a Recurring Task.
Configure the task as usual, setting the appropriate tracking parameters.
For this example, “Parent Task” is added at the beginning of the name for clarity, but this is optional—you can name tasks as desired. The task name will appear on the Work Order. Click Save when finished.
Step 2 – Add the Child Tasks
Next, add the child tasks by creating another new Recurring Task.
- Name the task as desired.
- In the Parent Task box, specify the Parent/Master task to link it to the parent.
Note that linking a child task to a parent task disables meter tracking for the child. This occurs because the child task uses the parent task’s tracking parameters, ensuring all linked tasks stay synchronized on the Work Order.
After adding child tasks under the parent task, the Tasks tab will display a plus sign to the left of the parent task, indicating the presence of linked child tasks.
Clicking the + expands the parent task to display all linked child tasks. If a child task appears independently, edit the task and ensure the Parent Task box is filled in.
Step 3 – Add to a Work Order
Next, test adding the parent task to a Work Order. If a Work Order has not yet been created, one can be quickly created from this screen by clicking the gear in the top-right corner and selecting Work Order.
Add the Parent Task to the Work Order and click Save.
All child tasks are automatically included on the Work Order.
