Limble CMMS

Tasks (PMs, WOs & WRs)

The Different Types of Tasks and Their Purpose in Limble CMMS

Types of Tasks in Limble

Task Timer Overview

Use the Task Timer to Track and Log Time Spent on Tasks

Logging Time Spent on Tasks

Multiple People Can Log Time and Contribute Toward a Single Task in Limble

How Multiple People Can Work on a Single Task in Limble

3 Easy Steps to Change Your Task Type in Limble

How to Change Task Types

Add Someone to a Comment, Comment Email Reply

Comments on Tasks

How to Update or Modify Tasks That Have Already Been Completed

Editing a Completed Task

Change When a Task Generates, Becomes Overdue, and Becomes Critically Overdue

Task Status Configuration

How to Customize the Appearance of Printed Tasks (Work Orders & PMs)

Task Printouts

Getting Started

Create Reusable Instruction Set Templates to Add to Your Tasks

Instruction Sets

Basic Task Instruction Types

Advanced Task Instruction Types

How to Use the Option List in a PM or WO Template

The Option List

How to Automatically Schedule a PM Upon Completion of an Initial PM

Assign PM Instruction Type

Start a Work Order from an Existing Task in Limble

Start Work Order Instruction Type

How to Implement the Request Approval Instruction

Request Approval Instruction

Verify Location

Task Instruction Types

How to Create a Work Order Template to Use for Tasks That are Not on a Set Schedule

Work Order Templates

Import WO Templates into Limble Using a .csv File

How to Bulk Import WO Templates

How to Create Default Work Order Instructions

Default Work Order Template

How to Setup Tasks that Do Not Occur on a Set Schedule

Intermittent Tasks

Work Orders (WOs)

Import Preventative Maintenance Templates from a .csv File & Quickly Replicate Instructions in Limble

How to Bulk Import PMs

Identify Gaps in Your Preventive Maintenance Routine

How to Check for Missing PMs on Assets

How to Edit PMs Using Bulk Actions, Duplicating, & PM Relations

Bulk Editing, Updating, & Duplicating PM Templates

Start a PM or Enable/Disable PM Schedule by Scanning a QR Code

Using QR Codes for PMs

How to Set Up, View, and Trigger PMs for Meter Readings on Your Assets

Linking Meter Readings to Assets

Preventive Maintenance (PMs)

PM Scheduling Options

Using Advanced Scheduling Options in Limble

Advanced PM Scheduling Options

Use Holidays, Seasons, and Skipped Occurrences in PM Schedules

Conditional PM Schedules

How to Generate New PMs While the Last Occurrence is Still Open

Stack PMs

How to Setup Recurring PMs to Be Scheduled Once a Task is Completed

Reschedule PM Based on Completion

PM Schedule Options & Configuration

Information Regarding Work Requests and the Work Request Portals

Work Requests Overview

Basic Settings in the Work Request Portal

Basic Work Request Settings

Advanced Settings in the Work Request Portal

Advanced Work Request Settings

Filling Out the Work Request Form

How to See the Work Requests You Submitted in the Past

See My Work Requests

Natural Language Processing Automatically Calls Out Duplicate Work Requests

How to Avoid Duplicate Work Requests

Merging Work Requests

Add a Link to Each Completed Work Request Email

Work Request Survey Links

Enable or Disable Confirmation Emails Being Sent to Work Requesters

Work Request Confirmation Email

How to Add and Customize the Work Request Drop Down Menu

Work Request Drop Down Menu

Quickly Update a Work Request with the Correct Custom Template

How to Recreate a Work Request

How to Submit a Maintenance Ticket with Limble's Work Request Portal

Submitting Maintenance Requests Using Limble

Work Requests & The Work Request Portal (WRs)

Configure Advanced Settings for PMs, WOs, and WRs

Advanced Task Settings

How to Import Your Completed Tasks using a .csv File

How to Bulk Import Completed Tasks

Import Open Tasks into Limble Using a .csv File

How to Bulk Import Open Tasks

Ways to Format Text in PMs and Tasks in Limble

Format Text and Add Hyperlinks in Task Instructions

Using Syntax Rules in Excel to Import Instructions for Tasks

Coding Your Own Instructions for Task Imports

How to Add Videos to Tasks, Assets, & More

Adding Videos to Limble

Passing Data from PM, WR or WO Parent Tasks to a WO Child Task Using Placeholders

How to Pass Information from Task Templates to WOs & Unplanned Work

Advanced Settings

YouTube

Find answers and get help from Intercom Support and Community Experts

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