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How Do I Add a Task to a PM Program
Trevor Shaffer avatar
Written by Trevor Shaffer
Updated over 8 months ago

Redlist gives users the capability to add tasks to components within PM programs. These tasks are grouped into work order templates, which can be utilized to generate individual work orders assigned to team members for completion. A diverse range of task types, including inspections, oil changes, bearing greasing, temperature readings and more, can be added to components. By incorporating tasks into components, users can effectively capture essential maintenance information associated with each asset linked to the PM program. To add a task to a PM program component:

Step 1: Click on "Maintenance" then select "PM Programs"

Step 2: Search for and choose the desired PM program

Step 3: Scroll through the component list to locate the component to add a task to

Step 4: Click "Add Task"

Step 5: Fill out the "General" task information

Step 6: Assign a frequency

Step 7: Optional - Add associations or attachments

Step 8: Optional - Add Parts

Click on the "Part" tab to add a part and specify the quantity required for the task.

Step 9: Optional - Add additional information

  • Add a Sequence Number to establish the task's order on a work order. This can help determine the correct sequence of tasks.

  • Indicate if the task "Affects Production." This toggle can be used to indicate tasks that require the asset to be shutdown in order to perform.

  • Fill out any custom fields

Step 10: Click "Create" to finalize the addition of the task

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