Required role: Owner or Admin
What you can configure
Configure work order categories
1
Go to Settings
In the left sidebar, click Settings, then Work Order Settings.
2
Manage categories
Click the Categories tab. You’ll see a list of existing categories. Click Add Category to create a new one, or click an existing category to edit or delete it.
3
Save
Click Save after making changes. New categories will appear in the work order creation form.
Configure default assignee
1
Go to Work Order Settings
In Settings → Work Order Settings, click the Defaults tab.
2
Set the default assignee
Select the member or team that new work orders should be assigned to by default. This can be overridden on individual work orders.
3
Save
Click Save Changes.
Next steps
Create a Work Order
Create a work order using your configured categories and settings.