Adding a task to a work order

When a work order is created, Infor Operations and Regulations automatically adds the standard tasks that are defined for the work order's activity. You can also add tasks manually.

  1. Load the work order you want in the Work Order InfoViewer.
  2. Open the Task Definition popup.
    • If the work order does not yet have any planned tasks, click the Add a Planned Task quick link on the Summary tab.
    • If the work order has one or more planned tasks already, select the Planned Tasks tab and click Add above the Tasks grid.
  3. Select the task that you are adding and click Select.
    You can only select tasks that are defined for the work order's activity. If this is the first task that has been added to the work order, the Planned Tasks tab is shown in the Work Order InfoViewer.