Linked Tasks

In certain scenarios, it may be necessary to configure a Preventive Maintenance (PM) Schedule that includes linked recurring tasks. For example, a PM Schedule might consist of both a 5,000-mile service and a 10,000-mile service. When the 10,000-mile service is added to a work order, the tasks associated with the 5,000-mile service should also be automatically included.

This functions similarly to the parent/child task relationship, where adding a parent task also includes its child tasks. However, with linked tasks, only the tasks that fall within the scope of the posted task are included.

Note:
Linked tasks must have divisible intervals and use the primary meter for tracking. For example, 5,000-, 10,000-, and 20,000-mile tasks can be linked, while 7,000- and 10,000-mile tasks cannot. A linked task's interval must be evenly divisible by the current task's interval.

The 5,000-mile task is shown below. Note that the Linked Task field is currently blank, indicating that no other tasks are linked to it at this time.

The 10,000-mile task is shown below. The Linked Task field has been set to the 5,000-mile service, indicating that it is linked accordingly.

The 30,000-mile task is displayed below, with the option to link either the 5,000-mile or 10,000-mile service.

After saving and returning to the task list, the link icon appears, indicating that these tasks are linked together.

With the tasks saved, proceed to add them to a Work Order.

Adding the 5,000-mile task alone does not include any additional tasks.

Adding the 30,000-mile service automatically includes the 10,000-mile service and the 5,000-mile service since they are linked.

Adding the 30,000-mile task automatically includes the linked 10,000-mile task. Because the 10,000-mile task is linked to the 5,000-mile task, the 5,000-mile task is also included. If a linked task is not needed, remove it by clicking the Action button and selecting Delete Task.

Now the Work Order only has the 10k and 30k tasks.

Task linking automatically includes related maintenance tasks on a Work Order, helping ensure required maintenance is not overlooked. This feature is optional, and linked tasks can be removed as needed.