Available On: Starter, Professional and Business Plus

On your Work Orders, you can specific tasks or list of tasks (checklist) that need to be done. These can be added very easily!

Step 1: Navigate to Work Orders page and locate the Work Order you need to add tasks to or create a NEW Work Order.

Step 2: Edit the Work Order by click on the PENCIL Icon

Step 3: Scroll down to the bottom of the Work Order and locate the TASKS option

Step 4: Add either Individual Tasks or a Checklist

To add a checklist click the drop down

Step 5: Once you have added the checklists or tasks click Update tasks at the bottom

Step 6: Make sure you ALSO click on Update Work Order to make sure ALL changes made are saved and applied.

That's it! now these have been added and the worker can completed the tasks that need to be done.

For questions or concerns please reach out to Support at [email protected] or via chat in your Upkeep account under Contact US.