Creating a Task

1. Select the Department / Location

Choose the Department / Location where the task belongs.

2. Select the type of issue

Choose the category that best describes the issue, such as Equipment, Facilities, IT, or another available option.

Next, select the appropriate subcategory to further identify the type of issue.

Choosing the correct category and subcategory helps OwlOps route the task through the appropriate workflow and to the right person or team.

3. OR, select an asset from search box (optional)

If the task relates to a specific piece of equipment or asset, search for and select it.

Associating the task with an asset helps keep the task and service history connected to that equipment.

4. Describe the task

Enter a brief but specific description of what is needed.

Include enough detail for the person receiving the task to understand the issue without having to ask for additional information.

Tip: Instead of "Fryer broken," try "Left fryer is not reaching the set temperature."

5. Review the assignment

Verify who the task is assigned to.

OwlOps may automatically select an assignee based on your organization's workflow. If necessary, change the assignment before saving the task.

6. Add photos or documents (optional)

Attach any photos or documents that will help explain the task.

Photos are especially helpful for repairs, equipment issues, damage, or anything that may be difficult to describe with text alone.

7. Save the task

Review the information you've entered and select Save.

Your task is now created in OwlOps.

What's next?

Once the task is created, OwlOps can use your organization's configured workflow to route the task to the appropriate person or team.

You can return to the task to view its status, add information, communicate with others, or follow its progress through completion.