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How to Utilize the Updates section of a Work Order on Web (Legacy)
How to Utilize the Updates section of a Work Order on Web (Legacy)

Learn to master team communication by using the Updates section in work orders, featuring the @mention tool to seamlessly tag and involve team members in conversations.

Updated over 2 weeks ago

Available On: Lite, Starter, Professional and Business Plus


Teamwork is essential for a thriving maintenance program, and UpKeep makes collaboration seamless. You can easily tag team members in work orders using the @ Mentioning function, ensuring everyone stays informed and involved. If you need to copy others on tickets, such as notifying a manager or additional team members, you can do so by tagging them directly in the ticket comments or updates. This keeps everyone in the loop and ensures important stakeholders are aware of ticket progress and changes. Stay connected and keep your team synchronized with UpKeep’s collaborative features!


Adding Work Order Update Notes

Steps:

  1. Navigate to the Work Orders Tab

  2. Click on the work order you'd like to open

  3. Click on the Updates tab of the Work Order located at the top next to "Details"

  4. Click in the "Write a Message" box and begin leaving your note. This will be visible to all users who have access to this work order.

    1. Attachments: You can add a file for an image here. It will not accept PDF, MP4, or CSV files. JPEG, PNG, GIF. Video files are unable to be uploaded.


How to @ Mention in UpKeep Update Notes

  1. Navigate to the Work Orders Tab

  2. Click on the work order you'd like to open

  3. Click on the Updates tab of the Work Order located at the top next to "Details"

  4. Click in the "Write a Message" box and begin leaving your note. This will be visible to all users who have access to this work order.

  5. Type @, then select the user’s name (Example: @Jane Smith)

  6. If desired, type any other additional details

  7. Select Send

💡You can notify all users assigned to the work order by using @Everyone

You can only @mention users in UpKeep.


FAQs on Updates Section of Work Orders

Can a comment or update be deleted?

Yes, if you created the comment or update, you can delete it. Admins can delete all comments and updates.

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