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Task Asset Fields are a great way to keep track of the service history of assets, as you can record extra information via Custom Fields on assets added to tasks, based on that particular visit. Task Asset Fields are set up in Site Admin. The great thing about this feature is that you can customize which fields appear for which assets depending on the asset type, task type, or both. See Task Asset Fields for more information including use cases and how you might use these to your advantage in your workflow. Task Asset Fields display within the asset information for each asset, in the Assets section of the task. |
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Completing Asset Fields
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Once an asset is added to a task and the task is saved, the applicable task asset fields will be available for each asset depending on the scenario, i.e. asset type, task type, or combination of these. Fill out the fields as necessary and then Save Assets.
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Display Options
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By default, task asset fields marked as required will automatically be displayed and non-mandatory fields for each asset can be accessed by tapping Show All Fields. If you want to show all fields for all assets, change this by using the page settings:
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at the top of the screen
(down arrow).