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How to create an individual task?

Nina BENDERAC
Updated

Available for:

  • Roles: Administrator, Technician, Production
  • Plans: Starter, Premium, Ultimate

In Mobility Work, an individual task allows you to manually create a work request outside of any maintenance plan.

This article explains when, where, and how to create an individual task, as well as the information you need to fill in.

What is an individual task?

An individual task is:

  • manually created by a user;
  • used for one-off or unplanned interventions;
  • independent of any maintenance plan.

👉 Unlike tasks generated from a maintenance plan, it is not automatically created.

Where can you create an individual task?

You can create an individual task from several locations in Mobility Work:

  • the side menu, via the « + » button;
  • the news feed;
  • the list of equipment or spare parts;
  • the equipment or spare part detail page;
  • the mobile app, after scanning a QR code.

Steps to create an individual task

  1. Click the « + » button from one of the available locations.
  2. Fill in the task information.
  3. (Optional) Enable email notifications for assigned users.
  4. Click Create a Task to save, or Start creating another task after validation to immediately open a new task form.

The task is instantly created and visible to assigned users.

Information to provide when creating a task

Required fields

  • Equipment or spare part concerned
    Select the equipment or part for the task.
    You can limit the search to equipment only or include spare parts.
  • Description
    Provide a detailed description of the issue or action (up to 3,000 characters).
    The description can be formatted in markdown. Learn more.
  • Start date and time
    Specify when the intervention should start. You can select a full day.
  • End date and time
    Specify the expected end of the intervention.
  • Assigned users
    Select the technicians responsible for the task.
    By default, the creator is assigned, but you can add others or a team.

Optional fields

  • Planned maintenance time
    Estimated time to complete the intervention.
  • Planned downtime
    Estimated time during which the equipment will be intentionally stopped.
  • Tags
    Used to classify the task (urgency, intervention type, machine stop, etc.).
    Labels can be optional or mandatory depending on the configuration. Learn more.
  • Spare parts to provide
    Helps anticipate material needs before the intervention.
  • Checklist
    A list of control points or procedures to follow during the intervention.
  • Documents
    Allows attaching files or links.

User notifications

When creating the task, you can choose to send an email notification to assigned users by checking the corresponding option before saving.

This option can be enabled by default in the network settings so that notifications are automatically sent for new tasks.

👉 Note: if the task creator is also assigned, they will not receive the notification.

Key points

  • An individual task is created manually by a user.
  • It is used for one-off or unplanned interventions.
  • It is not linked to a maintenance plan.

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