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

task brazil Updated Sep 10, 2026 4 min read manage-work-orders-using-checklist.md
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Create a checklist of all items that you must complete for a work order task by using the Mobile Agent application.

Before you begin

Role required: wm_agent

Procedure

  1. From your mobile device, launch the Mobile Agent application.

  2. 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.

  3. If the task for which you want to create a checklist is not displayed, tap See all.

  4. Filter or sort the task view.

    • To filter your tasks, tap the Filter icon [Omitted image "filter-mobile-task-eam.png"] Alt text:, 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 [Omitted image "filter-mobile-task-eam.png"] Alt text:, tap Sort by, and select the fields to sort your tasks.
  5. Tap the work order task for which you want to create a checklist.

  6. Tap the Related tab and then locate the Checklist section.

    This section displays the checklist of items that you must complete for the work order task. Each time you mark a checklist item as complete, it moves to the bottom of the list.

  7. Add items to the checklist.

    1. In the Checklist section, tap Add item.

      The Add checklist screen opens.

    2. In the Name field, enter the name of the checklist item.

    3. In the Order field, enter the order in which you must complete the checklist item.

      For example, a value of 1 indicates that the given checklist item is the first item you must complete within the checklist.

    4. Tap Done and then tap Submit.

    5. Repeat steps a to d for each checklist item that you want to add.

Parent Topic:Manage an Enterprise Asset Management task using the Mobile Agent application

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