Work orders and Make Ready tasks live in the same Tasks list until you link the Make Ready ones to a project stage, which moves them onto the Project Board. Use this to keep turn work separate from day-to-day maintenance, to send rating-button tasks to the right board stage, and to fix tasks or units missing from the board.
In this article
Work orders and Make Ready tasks are the same item
Both are work orders. Each work order has a type, such as Service Request or Make Ready. Linking a work order to a project stage is what puts it on the Project Board.
| Task | App |
|---|---|
| Link an existing work order to a project and stage | Manage |
| Set up board templates, project stages and category-to-stage mapping | Manage |
| View the Project Board | Manage |
| See a project's work orders | HPMA: the Projects tab, or the Include project tasks filter |
| Raise, triage, assign, schedule, cost and close work orders | Manage |
| Pick up assigned work, update status, add time, photos and notes | HPMA |
Do this in Manage
You link an existing work order to a project and stage in Manage. HPMA shows a work order's project link.
Separate Make Ready work orders by linking them to a project
-
Find the work order you want to move
Locate the specific Make Ready work orders to link to an existing project. -
Open the work order and go to Project • Stage
Click the work order and go to the Project • Stage section, shown as Link to Project. -
Pick the project stage
Link the work order to the matching project stage.
TipThe work order moves out of the Work Orders list and into Project Tasks, separate from regular maintenance work orders.
Linking rating buttons to the Project Board
The categories in the template must line up with the stages on the project board. A category set up in the template can be mapped to a matching stage on the board.
When clicked, a button tied to that category (such as a Project Task button) adds its task to the matching stage on the project board.
Make Ready tasks not showing on the Project Board
Tasks that are not linked to a project do not appear on the Project Board. They may show up under the Maintenance tab or mixed in with regular Maintenance tasks.
- Review your Make Ready tasks.
- Confirm each one is linked to the correct project.
Project tasks in HPMA lists
In HPMA, a work order linked to a project stage is treated as a project task. It stays out of the Work Orders list unless the technician turns on the Include project tasks filter. This is not a setting on the individual work order.
Units not appearing on the Project Board
A unit only appears on the Project Board when its available date is within 30 days, even if it has an NTV entry.
- Check the unit's available date.
- If it is more than 30 days away, the unit appears once the date is within 30 days.
Frequently asked questions
Where do I view the Project Board?
In Manage. In HPMA, technicians can see a project's work orders in the Projects tab or with the Include project tasks filter.
Why can't a technician see any project items in HPMA?
Their role needs the View Boards and Project Templates permission (or View, add and edit Boards and Project Templates). An admin sets this in Admin Center.