Activities and Tasks application

You use the Activities and Tasks application to plan, to review, and to manage activities and tasks. An activity initiates the work process and creates a historical record of the work being performed. Activities are created in the Incidents and Problems applications. A task is a specific unit of work on a work order.

An activity is a type of work order. A task can be created as part of an activity or part of another work order.

You can use the Activities and Tasks application to perform the following functions:

  • Change the status of activities and tasks
  • Take ownership of activities or tasks
  • Assign ownership of activities and tasks to individuals or to workgroups
  • Modify activities and tasks to reflect changes
  • View related preventive maintenance and scheduling information
  • Categorize the activities and tasks using classifications and attributes to simplify their management and retrieval
  • Specify, view, and modify job tasks and the labor, material, services, and tool requirements for work plans
  • View, add, and delete work orders and tickets that are related to an activity or to a task
  • View follow-up records for an activity or a task
  • View and create a work log and communication entries about a record