Tasks are how you plan, assign, and record maintenance work in Limble.
Knowing the task types helps you pick the right one for each job and plan more of your work ahead of time.
Types of tasks
Every task in Limble is either a maintenance task or an inventory task.
Maintenance tasks cover work on your assets, like inspections, repairs, and installs.
Inventory tasks help you manage your parts, like restocking or counting what's on the shelf.
There are three types of maintenance tasks:
Task type | What it's for | Planned or unplanned |
Preventive maintenance (PM) | Recurring work on a schedule | Planned |
Work order (WO) | One-time work, either expected or in response to a problem | Planned or unplanned |
Work request | Problems reported by anyone at your company | Unplanned |
To learn about inventory tasks (part threshold tasks and cycle counts), read Understand parts and inventory.
Preventive maintenance (PMs)
PMs are tasks that repeat on a schedule to keep assets running and prevent breakdowns. A schedule can be based on time or on usage. For example, you might grease a conveyor belt bearing every month or replace a vehicle's air filter every 3,000 miles.
You set up PMs with PM templates, so Limble creates the task each time it's due.
Work orders (WOs)
Work orders are for one-time work that doesn't follow a set schedule. Only Limble users can create work orders. A work order can be planned or unplanned.
A planned work order is for work you expect but can't put on a schedule, or work that isn't a reaction to a problem. For example, you might need to spray fungicide the day after a heavy rain, or install a new piece of equipment. Instead of creating a PM for work like this, you can create a work order from a work order template when you need it.
An unplanned work order is a reaction to a problem, such as a machine that stops working. The work wasn't scheduled or expected.
Work requests
Work requests let anyone at your company report a problem, even if they don't have a Limble account. They're also called maintenance tickets or problem reports. People submit work requests from an online form that they open with a link or QR code.
Work requests are always unplanned because they start when someone reports a problem.
By default, a submitted work request becomes an open task right away. You can also turn on a review step so a reviewer approves or denies each request first.
Approved requests become open tasks. They follow the same assignment rules as other tasks at that site.
Denied requests don't become tasks. They stay in a denied state so you can still see and report on them, and you can delete them.
To set up the review step, read Review and approve work requests.
Work requests and unplanned work orders both cover unexpected problems, but anyone with the form link can submit a work request, while only Limble users can create work orders.
Planned and unplanned work
Tasks in Limble are either planned or unplanned.
Planned work is work you schedule and prepare for ahead of time. Planned tasks include PMs, planned work orders, and part threshold tasks set as planned.
Unplanned work is work you didn't expect, usually in response to a problem. Unplanned tasks include work requests, unplanned work orders, and part threshold tasks set as unplanned.
We recommend aiming to have about 80% of your regular work planned. Planned work is more cost-effective and efficient. Unplanned work tends to cost more, since equipment that doesn't get regular maintenance often needs more replacement parts.
States of a task
A completed task has three states:
Completed
Edited
Reopened
What you can edit depends on the state of the task.
Changes you can make while editing a completed task | Changes that require reopening the task |
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Learn to complete and edit tasks