How to Create Tasks

Now that you understand what tasks are and how they are used, the next step is learning how to create steps, which serve as the foundational building blocks of a task. Each step represents a discrete part of a procedure and includes a title and clear instructions designed to guide the user in completing the action described.

When combined into a task, steps can support a wide range of functions, including diagnosing issues, guiding users through equipment repairs, delivering critical reference information, preparing users with required tools or background knowledge, or collecting data for authors to review.

This section focuses on creating the simplest type of step—one that provides information to the user without requiring any data input.

Please go through the following to learn how to create a task

On the Copilots page, click on the piece of equipment you want to add a procedure to

Under the tasks tab click the plus sign to create a new task (procedure)

Enter the title of task

Press Save

After title is given, it will go automatically to the first step of task. At this point, enter the prompt you want to show up under “Title”

To add details, click “Add New Instructions”

(These details will show up under the prompt of the step. Instructions can be input in the form of images, resources, texts, URL/Email, or videos)

At this point "Info Only" should be enabled if the step is meant to inform the user without any result. If "Info Only" is not enabled this step will be a solution-based process where the procedure only proceeds if the problem persists (This is useful for troubleshooting/diagnosing)

Press "Save"

Press the plus sign in the Step to add another step

(Steps added will be shown on the left side in the form of an outline of the task process)

Repeat steps 6-10 to add subsequent steps

Task Visibility