---
title: "Creating and Managing Equipment Tasks"
url: "https://help.ontraccr.com/en/article/creating-and-managing-equipment-tasks"
language: "en"
last_updated: "2025-06-08T19:31:49.222Z"
---

# Creating and Managing Equipment Tasks

## **✅ Creating and Managing Equipment Tasks**  
 

## 📘 **Overview**

Ontraccr allows you to assign and manage **tasks** for each piece of equipment. These tasks help teams stay on top of maintenance, inspections, repairs, and other scheduled work. Tasks can be one-time or recurring, and support priority, reminders, and form attachments.

This article outlines how to create, schedule, and complete equipment tasks.

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## **🛠️ What Are Equipment Tasks?**

Tasks are **action items** linked to a specific equipment profile. They can include:

-   Scheduled maintenance (e.g., oil change)
-   Repairs
-   Inspections
-   Internal compliance checks

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## **➕ How to Create a Task**

1.  Open the **Equipment Page**
2.  Click on a specific equipment profile
3.  Go to the **Tasks tab**
4.  Click the **➕ Add** button

### Fill out the following fields:

| Field | Required | Notes |
| --- | --- | --- |
| **Title** | ✅ | e.g., “Oil Change” |
| **Description** | ❌ | Optional notes about the task |
| **Assigned User** | ✅ | Select a user responsible for completing the task |
| **Due Date** | ✅ | When the task should be completed |
| **Priority** | ✅ | Options: Lowest, Low, Medium (default), High, Highest |
| **Status** | ✅ | Options: To Do, In Progress, Done |
| **Form** | ❌ | Select a form template to be filled out as part of the task |
| **Attachments** | ❌ | Upload any relevant documents or images |
| **Repeats** | ❌ | Configure if the task should recur (e.g., annually) |
| **Reminders** | ❌ | Set up automatic reminder emails |

📌 Reminders and repeats can be customized by cadence and duration.

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## **🔁 Repeating Tasks**

When creating a task, you can set it to **repeat**:

-   Define the **interval** (e.g., every 12 months)
-   Optionally set an **end date** (e.g., after 5 years)

Repeating tasks are automatically cloned on schedule.

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## **✅ Completing Tasks**

To mark a task as complete:

1.  Go to the **Tasks tab** in the equipment profile
2.  Click on the task
3.  Change the **Status** to `Done`

✅ This can also be done from the My Tasks page on the web if the task is assigned to you.

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## **📋 Managing Tasks Across the App**

Assigned users can view their tasks in:

-   The **equipment profile (Tasks tab)**
-   The global **My Tasks** dashboard (Web)

Tasks can be filtered by type, priority, or status to stay organized.

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## **🧠 Use Case Example**

**Scenario**: You need to perform an oil change every year on Generator A.

-   Create a task titled “Annual Oil Change”
-   Set it to repeat **every 12 months**
-   Assign to your maintenance lead
-   Attach your oil change checklist form
-   Add a reminder 3 days before the due date

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