Generate a work order task summary

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Generate a summary directly from the work order task record.

    Before you begin

    Role required: wm_qualifier, wm_dispatcher, wm_agent

    Procedure

    1. Navigate to a work order task.
    2. Select Summarize.

    Result

    A summary is generated for the work order task.

    Generate a summary for a work-in-progress task

    Alex the agent is finishing a printer repair task. To wrap up the task, they generate a summary using the procedure.

    Summary generated for the work order task.

    What to do next

    You can mark the summary as helpful or unhelpful, copy the summary, or refresh to generate the summary again.