1. Click your project.
2. Click "Gantt"
3. or click "Table" to view project tasks
4. Double-Click into your task
5. Choose your task start date.
6. Choose your task end date.
7. Add your task description for the work order and ensure your associations for task owner, site, location, category, etc is accurate as that is what will copy to the work order.
8. Add checklist items if necessary for the work order
9. Toggle on 'Generate Work Order On Task Start Date' to generate this work order on the selected task start date above.
10. Click "Project task updated successfully."
Creating within a work order
11. Click "Create Work Order" to create a new work order if needed.
12. Or you can click into a previously created work order to associate to your project.
13. Click the project button.
14. Click "Select Project"
Note: you can also create a new project directly from a work order as well
15. Choose your project from the dropdown.
16. Choose the associated task. Note only one work order per task or phase of a project.
17. Keep the toggle on for 'create project/task sub-task' for the work order to become its own subtask within the project. This is on by default and recommended.
18. Click "Submit" to associate the work order to the project.
