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Creating Work Orders (a Weekly Open Office Hours Session)

This video illustrates the step-by-step process of creating a Work Order.

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Written by Kristal Ruiz
Updated this week

This session of the Redlist Weekly Office Hours provides a comprehensive overview of how to create and manage work orders using both the web interface and forms. Users learn how to manually build work orders from team boards or the workboard beta, including adding tasks, setting due dates, assigning users, and integrating forms and inventory parts. The session also demonstrates how to simplify work order creation through forms, enabling field users to submit requests that automatically populate work order details. Finally, it previews future automation using IoT devices to generate work orders based on real-time equipment data, offering a scalable solution for reactive maintenance.

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