Manage an Enterprise Asset Management task using the Mobile Agent application › Managing enterprise assets and tasks using the Mobile Agent application › Enterprise Asset Management › Asset Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a checklist for work order tasks using the Mobile Agent application

Manage your work order tasks by creating a checklist of all items that you must complete for a work order or work order task using the Mobile Agent application.

Before you begin

Role required: wm_agent

Procedure

From your mobile device, launch the Mobile Agent application.
On the navigation bar at the bottom of the screen, tap the My Tasks tab.

The home screen of the My Tasks application opens with the first few tasks in the list of tasks assigned to you displayed.
If the task for which you want to create a checklist is not displayed, tap See all.
Filter or sort the task view.
- To filter your tasks, tap the Filter icon

Image omitted: filter-mobile-task-eam.png
, enter the values to use as a filter in the **Due Date**, **Asset**, **Location**, or **Priority** fields.

-   To sort your tasks, tap the Filter icon

Image omitted: filter-mobile-task-eam.png
, tap **Sort by**, and select the fields to sort your tasks.

Tap the work order task for which you want to create a checklist.
Tap the Related tab.

The Checklist section of the Related tab shows the existing checklists for the work order task. The checklists marked as complete are displayed at the bottom of the list.
In the Checklist section, tap Add item.
On the Add checklist screen, in the Name field, enter the name of the checklist.
In the Order field, enter the order in which the checklist item should be completed.

For example, a value of 1 indicates that the given checklist item is the first item you must complete.
Tap Done and then tap Submit.