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Understand the sections of a task

Get to know how tasks are built and organized in Limble

Written by Christy Umberger

In the new Limble desktop, a task is divided into two main tabs: the Details tab and the Instructions tab.

This article covers the Details tab.

To learn more about task instructions, read Understand task instructions.

To learn more about tasks, read Understand tasks.


Task header

In the task header, reference and manage important details: task type, priority, status, start date, and end date.

Task type

Reference the current task type (PM, unplanned WO, planned WO, work request), and update the task type from the dropdown if needed.

Task priority

Task priority level is used to manage work based on the urgency of your tasks.

Task status

Reference the current status of a task (open, in progress, or completed), and update the state of the task from the dropdown if needed.

Task start date and due date

Reference the current start and due dates of a task (including start time and due time), and update the dates if needed.

Start date and due date are configured manually on a one-time task, or based on the schedule in the template if the task was started from a template.


Overview section

In a task's overview, review and manage many more task details.

Name

Task name is manually configured and required for every task.

Asset

Assigning an asset to a task is important so that the technician knows what piece of equipment to work on.

Assigned to

Assigning a task to a user or team is important so that technicians know what to work on.

Tags

Custom tags (e.g., electrical or mechanical) can be added to tasks letting you organize, search, and track information in tasks across your sites.

Description

A description can be added to a task to include more information not covered in the instructions.

Task created, overdue and critical dates

Task created date (only available on templates, not individual tasks) determines how quickly a task will generate.

Overdue after and critical after dates determine when a task becomes overdue, and then critically overdue, from its due date. This is always calculated in days.

Image

An image can be added to a task to clearly show to a technician what needs to be worked on.

Estimated time

Estimated time lets the technician know how long a task may take to complete. This is commonly used as a work management tool.


Logged time section

A task timer automatically tracks how long a task has been open. You can use it to log accurate time against your work.

Multiple people logging time on tasks

When multiple users work on the same task, each user can log time without closing the task.

This lets you track time entries from several people across several dates, even when someone only completes part of the instructions.


Parts

You can link parts to tasks so technicians know what parts they will need to complete a task.


Comments section

Limble allows comments to be added to tasks by both the system and individual users.


Complete task section

When you click Complete task on a task, a new window opens, prompting you to log your time and enter completion notes.

Completion notes by default are an optional field. If you'd like to instead require users to enter completion notes on every task:

  1. Go to Configuration center > Work and task management > General task settings.

  2. Under Task completion, find Completion notes requirement and select Required.

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