PM templates can be created on the go from the Limble mobile app!

This article will teach you how to create a PM on mobile.

(Note: by default, Technicians cannot modify PMs. Only Managers can.)

Create a PM from the Asset Card

Set the Schedule

Assign a User or Team

Search for the asset you want to associate with your new PM by clicking "Asset." under the Search header.

In the new window, select the asset, then click "Select."

In the asset card, click on the wrench icon to be taken to the PMs tab.

Then, select "New PM Template."

Create the PM by starting with a "Blank Template" or "Copy from an Existing Template."

For this example, "Weekly Check" was created.

To set the schedule for this PM, select the calendar icon.

Create the desired recurring schedule and click "Save."

You can scroll to the right, or turn your mobile device horizontal to adjust the following schedule settings:

We recommend assigning your PM to a user or team. Next to the user icon, click on "Unassigned."

In the new window, select your desired user or team, and click "Select" to confirm your choice.

How to Complete Tasks on the Mobile App

How to Manage Your Tasks in the Mobile App

Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.