PMS
Tasksimport { Callout, Steps } from ‘nextra/components’
Create a Task
Goal: Create a maintenance task in the PMS — either a one-off job or a recurring scheduled activity — so it appears in the task list and can be assigned, tracked, and completed by the crew.
Before you start
- You must have permission to create tasks. If you don’t see the Create button, ask your fleet administrator.
- Identify which equipment the task applies to. The equipment must already exist in the system. See Add Equipment.
- For measure-triggered tasks (e.g. “every 250 running hours”), the equipment measure must already be configured. See Set Up Equipment Measures.
Steps
Open the Tasks list
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From the main navigation, open PMS.
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In the sub-navigation, select Tasks.
The list shows tasks in two tabs: Open Tasks (active and pending) and Closed Tasks (completed history).
[PLACEHOLDER: screenshot — Tasks list, Open Tasks tab, showing columns: Code, Name, Due Date, Equipment, Status]
Create a new task
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Click Create.
The task creation form opens in two steps: Key Info and Planning.
Step 1 — Key Info
- Select the Category (required). Categories group tasks by type and are configured by your administrator.
- Enter the Task Name (required).
- Optionally enter a Code — an internal reference identifier.
- Select a Task Type if relevant to your classification system.
- In the Equipment field, select one or more pieces of equipment this task applies to. You can link multiple items.
- Add a Description if useful for the crew performing the task.
- Set the Priority level.
[PLACEHOLDER: screenshot — Key Info step with Name, Category, and Equipment filled in]
- Click Next.
Step 2 — Planning
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Set the Due Date — when the task must be completed by (defaults to today).
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Choose whether the task is Recurring:
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If recurring: select the Interval — how often the task repeats (Daily, Weekly, Monthly, Quarterly, Half-yearly, Yearly) — and the Interval value (e.g. “every 3 months”).
[PLACEHOLDER: screenshot — Planning step with recurring interval fields selected]
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Choose the Trigger Type:
Option When to use Time-based The task recurs on a fixed calendar schedule Measure-based The task triggers when an equipment reading reaches a threshold (e.g. every 250 running hours) If you select Measure-based, choose the equipment and measure type to monitor, and set the trigger value.
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Select the Responsible Rank — the crew rank accountable for the task.
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Select the Assignee Rank — the crew rank that will physically perform the task (can be the same as responsible).
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Optionally fill in:
Field Description Estimated Price Budget estimate for materials or labour Currency Currency for the price estimate Supplier Supplier if external procurement is needed Department Department responsible -
Attach any relevant documents — procedures, risk assessments, technical references — using the file uploader. These documents will be visible to the crew member performing the task.
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Link spare parts or stock items if needed — this allows the crew to see what materials are required before starting the job.
Save
- Click Save.
Result
The task is saved and appears in the Open Tasks tab with status Open. The crew assigned to the responsible or assignee rank will see it in their task list. The task will automatically reschedule itself after completion if it is set as recurring.