Task Types

Overview

Task types help categorize and organize different kinds of work in your system. Understanding the various task types and when to use them ensures proper workflow management and reporting.

Standard Task Types

Maintenance Tasks

Regular maintenance and preventive work:

• Preventive Maintenance: Scheduled maintenance to prevent equipment failure
• Corrective Maintenance: Repairs needed to fix existing issues
• Predictive Maintenance: Maintenance based on condition monitoring
• Emergency Maintenance: Urgent repairs for critical failures
• Routine Maintenance: Regular cleaning, inspection, and minor adjustments

Inspection Tasks

Tasks related to inspections and compliance:

• Safety Inspections: Safety-related checks and assessments
• Quality Inspections: Quality control and assurance tasks
• Compliance Inspections: Regulatory and standards compliance
• Equipment Inspections: Equipment condition assessments
• Environmental Inspections: Environmental compliance checks

Repair Tasks

Tasks focused on fixing and restoring equipment:

• Equipment Repair: Fixing broken or malfunctioning equipment
• System Repair: Repairing system-level issues
• Component Replacement: Replacing worn or damaged parts
• Emergency Repairs: Urgent fixes for critical issues
• Warranty Repairs: Repairs covered under warranty

Installation Tasks

Tasks for installing new equipment or systems:

• New Equipment Installation: Installing new machinery or equipment
• System Installation: Installing new systems or software
• Upgrade Installation: Installing upgrades to existing equipment
• Relocation Installation: Moving and reinstalling equipment
• Commissioning: Testing and validating new installations

Administrative Tasks

Non-technical tasks and administrative work:

• Documentation: Creating or updating documentation
• Training: Conducting training sessions
• Planning: Planning future work or projects
• Reporting: Creating reports and analysis
• Coordination: Coordinating with other departments or contractors

Specialized Task Types

Project Tasks

Tasks that are part of larger projects:

• Project Planning: Initial project planning and setup
• Project Execution: Core project work activities
• Project Monitoring: Tracking project progress and performance
• Project Closure: Finalizing and closing out projects
• Project Review: Post-project analysis and lessons learned

Safety Tasks

Tasks focused on safety and risk management:

• Safety Audits: Comprehensive safety assessments
• Hazard Assessment: Identifying and evaluating hazards
• Safety Training: Conducting safety training programs
• Incident Investigation: Investigating safety incidents
• Safety Equipment Maintenance: Maintaining safety equipment

Quality Tasks

Tasks related to quality management:

• Quality Control: Monitoring and controlling quality
• Quality Assurance: Ensuring quality standards are met
• Quality Audits: Comprehensive quality assessments
• Process Improvement: Improving quality processes
• Quality Training: Training on quality procedures

Task Type Configuration

Creating Custom Task Types

You can create custom task types to match your organization's needs:

1. Access Task Settings: Navigate to task management settings
2. Select Task Types: Choose the task types configuration
3. Add New Type: Click "Add New Task Type"
4. Define Properties: Set name, description, and properties
5. Configure Workflow: Set up status workflow for the type
6. Set Permissions: Define who can create this task type
7. Save Configuration: Save and activate the new task type

Task Type Properties

Each task type can have specific properties:

• Default Priority: Set default priority level for the type
• Required Fields: Specify which fields are mandatory
• Custom Fields: Add type-specific custom fields
• Status Workflow: Define allowed status transitions
• Assignment Rules: Set automatic assignment rules
• Notification Settings: Configure alerts for the task type

Task Type Templates

Use templates to standardize task creation:

• Pre-filled Information: Templates with common task details
• Standard Procedures: Include standard operating procedures
• Checklist Items: Pre-defined checklist for the task type
• Required Attachments: Specify required documents or images
• Time Estimates: Provide standard time estimates

Task Type Management

Organizing Task Types

Best practices for organizing task types:

• Use Categories: Group related task types together
• Clear Naming: Use descriptive and consistent names
• Limit Options: Don't create too many task types
• Regular Review: Periodically review and update task types
• User Training: Train users on when to use each type

Task Type Permissions

Control access to different task types:

• Creation Permissions: Who can create each task type
• Assignment Permissions: Who can be assigned each type
• View Permissions: Who can view tasks of each type
• Edit Permissions: Who can modify tasks of each type
• Delete Permissions: Who can delete tasks of each type

Task Type Reporting

Generate reports based on task types:

• Type Distribution: See how many tasks of each type
• Performance by Type: Track completion rates by type
• Time Analysis: Analyze time spent on different types
• Resource Allocation: See resource usage by task type
• Trend Analysis: Track changes in task type usage over time

Best Practices

Choosing Task Types

Guidelines for selecting appropriate task types:

• Match the Work: Choose types that accurately describe the work
• Consider Workflow: Select types that fit your process
• Think About Reporting: Choose types that support your reporting needs
• Keep It Simple: Don't over-complicate with too many types
• Get User Input: Involve users in defining task types

Maintaining Task Types

Keep task types current and useful:

• Regular Reviews: Periodically review task type usage
• Update Descriptions: Keep descriptions clear and current
• Remove Unused Types: Archive or delete unused task types
• Gather Feedback: Collect user feedback on task types
• Document Changes: Document any changes to task types

Next Steps

After understanding task types, you can:

• Learn about task assignment
• Explore task status management
• Understand task priorities
• Learn about task labels