Overview

To allow for more detailed analysis of the type of work being conducted by the workshop team, you can define your own task subcategories for Defect and General category tasks. If for example you are wanting to track the amount of hours being spent on panel work vs general mechanical work, simply create those two subcategories and ensure the relevant tasks are categorised accordingly.

The Future Tasks section of the Workshop dashboard shows a tile for each Defect and General subcategory, with the number of future tasks in it.

Creating a task subcategory

1. Navigate to Workshop → Configuration → Task Subcategories

2. Click ➕ in the header to add a new task subcategory.

3. Choose the category this new subcategory is for (either Defect or General) and enter a description. The category cannot be changed after the subcategory is created.

   ❕Note: The description must be unique for that category.

   

Viewing & editing task subcategories

❕Note: The Defect, General and Cleaning subcategories are system-defined and cannot be edited. Subcategories for preventative maintenance are created automatically, one for each component type, and are managed from Component Types rather than this page.

1. Navigate to Workshop → Configuration → Task Subcategories.

2. Find the subcategory you want to view in the list or narrow down the list using the search tool 🔍.

3. Click on the Description to open the Manage Task Subcategory page.

4. Make the required changes

   ❕Note: If changing the description, the new description must be unique, per category.

5. To save the changes, click Submit.

Updating the subcategory on tasks

To specify which subcategory a Defect or General task relates to:

1. Open an existing task. This can be a future task, scheduled task or even a completed task.
2. Click the edit icon ✏️ to edit the task.
3. Click the drop down list for the subcategory. The options available will be based on those that you have set up for that category.

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