Maintenance Task Management on the Desktop
Streamlining Task Review, Communication, and Resolution for Proactive and Reactive Maintenance
Alkimii’s Maintenance feature simplifies task management by helping you review issues, communicate through comments, and mark tasks complete.
Getting Started
Using the menu, navigate to Maintenance. Along the top, select Maintenance Tasks.
Here you'll see a list of all maintenance tasks for your site. On this screen, you can filter, review, assign and action issues, as well as add new maintenance tasks.
Filtering Your View
At the top of the screen, you can search and filter your task list by:
| Site | Dropdown menu of all sites you have access to |
| Show deleted | Include tasks that have been soft deleted |
| Only Unassigned | Show only tasks with no one assigned |
| Only on health score | Show only tasks linked to your health score |
| Status | Filter by To do, Doing or Done |
| Created | Filter by the date a task was created |
| Location | Filter by a specific location |
| Task type | Filter by Reactive or Proactive |
| Assigned to | Filter by team member |
| Due | Filter by due date |
| Priority | Filter by priority level |
| Category | Filter by category |
💡Quick Tip: If you'd like to compare how many tasks have come through scheduled proactive maintenance reviews versus reactive, ad hoc tasks, use the Task type filter.
Task Overview Tiles
Along the top, a row of tiles gives you a breakdown of your site's maintenance tasks to date:
- Total - the total number of tasks logged
- To Do - tasks logged but not yet started
- Doing - tasks currently being worked on
- Done - tasks that have been completed
- Overdue - tasks that have passed their due date
- Average Time to Resolution - the average time it takes to resolve a task
Your Task List
Below the tiles, your task list is displayed with the following columns:
- Who - the team member(s) assigned to the task
- What - the task title and category
- Where - the location the task relates to
- When - the due date, or how overdue the task is
- Priority - the priority level assigned to the task
Adding a New Task
To add a new task, select + Add Maintenance Task in the top right corner. A pop-up will appear asking you to complete the following:
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👉 If you use our asset manager, you can directly link maintenance related issues visible within the asset manager view so you can monitor how they are performing and when a replacement or repair may be needed. For more information, see our help article on Asset Manager.
Once complete, select Save. You can also attach documents or images using the paperclip icon in the top right of the pop-up.
💡Quick Tip: You can also log a maintenance task using AI Maintenance. For more information on logging a task this way, click here!
Viewing and Managing a Task
To view a task, click on the title, or select the eye icon under the Actions column. The pop-up will allow you to:
- Review the issue details
- Assign additional employees, if applicable
- Update the description
- Assign a category, if not already set
- Comment on the issue
You can also add images to your comments, and mention a colleague so they're notified and can take the appropriate action.
Click the paperclip icon to attach any documents or images to the issue. The bin icon deletes the issue, if it was created in error.
| 📲 All this functionality is also available on the Mobile App for teams on the floor. This makes it easy for your team to view a task assigned to them, move through the statuses and mark complete all from their app. |
Updating Task Status
When work begins on the issue, update the status to Doing, using the tabs in the top left corner of the pop-up. Once it's fully resolved, select Done to complete the task.
💡Quick Tip: Tasks logged through a proactive maintenance checklist will automatically pull through into your Maintenance Tasks list. For more information on how these tasks come through from proactive maintenance, click here!
