Overview

The Tasks list (Workshop → Tasks) is the unscheduled work backlog for the workshop. It shows all tasks that have been raised but not yet scheduled into a job, as well as tasks that have been rebooked and are waiting to be rescheduled.

Workshop administrators use this view daily to review what work is pending, create new ad-hoc tasks, and schedule tasks into jobs.

Task statuses

Status	Meaning
Future	The task has been raised but not yet scheduled into a job.
Scheduled	The task has been added to an upcoming job.
In Progress	A mechanic has started work on the task.
Rebook	The task couldn't be completed in its previous job and has been deferred for rescheduling.
Rebook – Parts Required	The task was rebooked because parts need to be ordered before work can proceed.

By default the Tasks list shows Future and Rebook tasks. Use the filter to show other statuses.

How tasks get into the backlog

Tasks appear in the Future Tasks list from three sources:

Defects raised — when anyone raises a defect (from the main app, tablet, kiosk, or driver app), a Future task is automatically created and linked to the defect.
Manual creation — workshop staff can add ad-hoc General tasks directly from the Tasks list.
Rebooked tasks — when a task is closed as Rebook or Rebook – Parts Required from a job, it returns to the backlog.

Creating an ad-hoc task

Navigate to Workshop → Tasks.
Click + Add in the header.
Select the Asset.
Select the Task Type (General).
Enter a Description.
Optionally assign a Checklist, Parts, and Mechanic.
Click Submit to save.

The new task appears in the Future Tasks list ready to be scheduled.

Scheduling a task into a job

From the Tasks list:

Find the task you want to schedule.
Open the Triple Dot Menu on the task and select Schedule This Task.
Choose Create New Job or Attach to Existing Job.
- Create New Job — enter the date, time, and optionally the depot and mechanic.
- Attach to Existing Job — select an existing scheduled job for the same asset.
Click Schedule.

The task moves to Scheduled status and appears on the selected job.

Parts indicators on the Mechanics Kiosk

Tasks in the backlog that are linked to a purchase order show visual indicators in the Mechanics Kiosk so mechanics know whether parts are available:

Indicator	Meaning
Awaiting Parts	A purchase order exists for parts on this task, but goods have not yet been received.
Parts Box	The parts have been received and are ready for use on this task.

These indicators appear on the Future/Scheduled Tasks tab in the Kiosk, helping mechanics prioritise work based on parts availability without needing to check purchase orders separately.

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