Activity Types allow you to categorize and group similar tasks within work orders. Each type can be configured to meet specific needs and linked to responsible teams. This ensures that work is assigned to the right people, at the right time, and with the correct context.
For example:
If your team regularly performs lubrication tasks, you can create an activity type called “LUB - Lubrication.” Whenever a work order is created with this activity type, it will automatically be linked to the lubrication team, streamlining the workflow and avoiding rework.
How to Create an Activity Type
Go to the "Settings" menu;
Click on "Work Orders", then on "Activity Type";
Select the option "Add Activity Type" and fill in the required fields:
Name: The name of the activity type, which should be clear and concise to facilitate recognition.
Description: Details about what the activity involves. Include useful information to identify the type without ambiguity.
Team: Select one or more teams responsible for this activity type. Only selected teams will be able to use this type, ensuring control and organization.
Defining a Type When Creating an Activity
It’s simple to define an Activity Type. After filling in the activity title within the Work Order, you’ll find the "Activity Type" field.
Then, just click "Select Activity Type" and choose the type that best fits from the list.
