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Schedule a task on an asset

A task on a type does nothing until it is scheduled for an asset. You give the date it is first due. After that the cycle continues on its own each time an inspection is recorded.

Schedule the first job

  1. Open the asset and go to the Maintenance tab.
  2. Under Tasks on the type, find the task and click Schedule.
  3. Enter the date it is first due. Write the date as year, month and day, for example 2026-10-01.
  4. Click Schedule.

The job appears under Scheduled on the tab and in the work order list.

Repeat for each asset of the type that should follow the task.

If a message appears

  • Not scheduled with "Write the date as 2026-10-01.": enter the date in that form.