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  3. Machinery and Equipment / Structures / Tools

Linking Tasks to Inventory

Tasks linked to inventory ensure actions are not overlooked and you can easily add a follow up task if you identify an issue that needs resolving.

Note: Your Access Level may restrict the use of some features.

For App use see Linking Tasks to Inventory (App).

  1. From the Left menu navigate to Inventory > Machinery & Equipment / Structures / Tools / Chemicals.
  2. Click on the inventory item to open.
  3. To review existing tasks:
    1. Select the Linked Tasks tab.

    2. Review and action tasks 
  4. To add a new task:
    1. Click Add Linked Task.
    2. Complete the task details and click Save.

Note: To link a task to inventory it must be created from the Linked Tasks tab on the Inventory item it relates to. Tasks generated from Checklists are linked to the checklist, not the inventory item.

What's Next?

Linking Tasks to Inventory (App)

Adding Maintenance

Actioning Tasks