Task instructions are the steps and actions a technician completes within a task.

You can choose from 14 instruction types to fit the needs of each task.

Use these instructions to gather data, readings, or documentation from a technician while they work.

The checkbox is the most commonly used instruction type. Use it when you only need a technician to confirm they've done the work before moving to the next step.

Use the textbox when you need a technician to answer a question or enter additional information.

You can optionally link the response to an asset field or asset log.

Use the number instruction to track a metric on an asset, such as vehicle mileage, machine run hours, or equipment temperature.

Use the option list to create conditional instructions based on a technician's answer. The technician selects an option, and you can configure what happens next based on their choice.

For example, if a technician selects yes, you can require them to take a photo of the damage and start a work order. If they select no, no further action is needed.

The dropdown list works similarly to the option list: a technician selects from a list of options, and you can configure what happens next based on their choice.

Use this instruction when a technician needs to upload a file or photo; for example, a picture of an issue, a completed task, or a receipt.

Use the date picker when you need a technician to enter a specific date, such as an inspection date or an expiration date.

Capture signature requires a technician to confirm their work with a signature.

Verify location confirms a technician is at the correct location before they can complete a task. This requires maps to be enabled on your account.

This is useful for organizations spread across large areas, or for confirming that a vendor actually visited a site before completing work.

Use these instructions to automatically start another action, such as creating a work order or requiring approval, from within the current task.

Assign PM automatically generates a PM when a technician reaches this instruction. Use it to schedule a PM that depends on another task being finished; for example, triggering a mowing PM after a wheel-bearing inspection is complete.

Choose which asset the new PM belongs to:

Start WO creates and assigns a work order from within an existing task. For example, during an audit, it may be important to assign follow-up tasks.

Choose the template selection method:

Choose the assignee selection method:

Choose the asset selection method:

Request approval requires a technician to get sign-off from another user before continuing or completing a task. The approver can approve or deny the request.

Before submitting a request, a technician must log their time so Limble's reports stay accurate. If a request is denied, the technician must enter a reason, then redo and re-submit the work for another review.

Reassign task moves the task to a different user or team.

Choose the assignee selection method:

Use this instruction to share guidance with a technician without requiring anything from them.

Use a note to give a technician guidance or context, such as a safety reminder or an explanation of a step, without requiring a response.