Guides

Create a Task

Build your first guided task, from its title through its first steps and instructions.

A task is the guided procedure a technician runs against your equipment — a diagnosis, a maintenance routine, or an inspection. This page builds your first one.

Follow these steps to create a task:

  1. In the Manage portal, click the piece of equipment you want to add a procedure to.

    The Manage portal with a copilot selected.

  2. On the Tasks tab, click the plus sign to create a new task.

    The plus sign on the Tasks tab used to create a new task.

  3. Enter the title of the task.

    The task title field.

  4. Click Save. The editor moves automatically to the first step of the task.

    The Save button for a new task.

  5. Enter the prompt you want the technician to see in the Title field.

    The Title field of the first step, holding the prompt shown to the technician.

  6. To add details, click Add New Instruction. These details appear under the prompt of the step, and can be images, resources, text, or URL/email links.

    The Add New Instruction control on a step.

  7. Toggle Info Only on if the step informs the technician without capturing a result. Left off, the step is a solution-based step, where the procedure continues only if the problem persists — which is what you want for troubleshooting and diagnosis.

    The Info Only toggle on a step.

  8. Click Save.

    The Save button for the step.

  9. Click the plus sign in the step to add another step. Steps you add appear on the left as an outline of the task.

    The plus sign used to add another step, with the task outline on the left.

  10. Repeat steps 5–9 to build out the rest of the task.

For the step types available and what each one does, see Step Types.

Updated 5 days ago