Creating your first Task or Work Order

Creating a Task or Work Order from the Web App

Login to Xenia: Access your Xenia account through the web app by entering your credentials.
Navigate to Tasks or Work Orders: From the main dashboard, go to the Tasks or Work Orders section. You can either create a new task or manage existing tasks here.
Create New Task or Work Order: Click on the button to Add New Task or Work Order. Fill out the necessary details such as task name, description, priority, and due date.
Assign to Team Members: Select assignees from your team or a specific department that will be responsible for completing the task or work order.
Set Locations or Assets: Specify the location or asset related to the task if necessary. This is especially helpful for multi-site operations.
Track Task Progress: Once the task is created, you can monitor progress, make adjustments, and receive updates through the web app’s dashboard.

Login to Xenia Mobile: Open the Xenia mobile app and log in with your credentials.
Access the Task or Work Order Section: Navigate to the Tasks or Work Orders tab from the mobile dashboard.
Add New Task or Work Order: Tap the option to Create New Task or Work Order. Fill in details such as task title, description, priority, and location.
Assign Team Members: Select the team members or departments responsible for handling the task directly from your contacts list in the app.
Set Due Dates and Locations: Assign a due date and specify a location or asset for the task if applicable.
Submit and Track on Mobile: Once the task is created, you can continue to manage and track the task from your mobile device, receiving real-time notifications and updates.