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5.1 Quick Reference Guide - As a Technician, how do I add a Task to a Proactive Work Order in the Work Module

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Step by Step Instructions

1. Go to All Open PMs in the Drop Down.

2. Click on the funnel icon and enter the Task ID option.  Choose equals and enter the appropriate number.  Click Apply.

3. Highlight the line to load the record.

5. Select the Blue Plus (+) icon next to the Task link to add a new Task.

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