Available On: Essential, Premium, Professional, Enterprise
⚠️ Note Certain Functionalities will differ by plan type. View our Plan/Features list here
This article applies to legacy Work Orders in UpKeep.
Use legacy Work Orders to track asset maintenance, monitor labor, parts, and costs, and gain insights that help extend asset life, improve team efficiency, and reduce downtime.
By consistently documenting work, you can identify maintenance trends over time and make more informed decisions to streamline operations and manage resources effectively.
How to Create Work Orders
Steps:
Locate the "Work Order" tab on the left side menu
Click the "+ Work Order" button in blue on the right side of your screen.
A work order form will appear. Fill this form out with any details applicable. NOTE: fields with a red * next it them will be required in order to create.
To create a Work Order, provide the following details:
Title: Enter a clear and descriptive title for the work order.
Description: Provide a detailed description of the work to be performed.
Images: Upload any relevant images related to the work order.
Due Date: Set the deadline for when the work should be completed.
Estimated Duration: Indicate how long the work is expected to take.
Category: Select the appropriate category for the work order.
Main Worker/Additional Worker/Team: Assign the primary worker, any additional workers, or a team to the work order.
Location: Specify the location where the work will be carried out.
Note: If you select the location first, then all assets that are not linked to that location in UpKeep will be removed.
Asset: Link the work order to the relevant asset.
Note: If you linked an asset to a location, it will automatically fill in the location associated with the asset when you select the asset. If there is no location for the asset, the location will be left blank.
Tasks/Checklists/Files: Attach any tasks, checklists, or files needed for the work order.
Select Submit
FAQs about Creating Work Orders
Why don't I see my full assets list on the drop-down?
In UpKeep, locations and assets can be linked to provide a comprehensive view of where each asset is located within your facility. For both the location and the asset to appear on a Work Order, the asset must first be assigned to a specific location. This connection ensures accurate tracking and reporting, making it easier to manage maintenance tasks effectively. If an asset isn’t linked to a location, only the asset or location information may appear on the Work Order, limiting the context for the task.
Who can create work orders in UpKeep?
All paid users can create work orders in UpKeep. This includes admins, limited admins, technicians, and limited technicians. NOTE: Technicians + Limited Technicians can only edit the work orders they create. They will not be able to edit work orders assigned to them.