Create a child task

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add child tasks to a workplace case when needed. The application enables you to create a child task instantly from the case details page.

    Vorbereitungen

    Verify that you have installed the required plugins.

    Role required: sn_wsd_case.workplace_agent

    Prozedur

    1. Log in to Agent Workplace Service for Mobile application.
      The launch screen opens with your Work view.
    2. On the Work view page, go to any one of the following sections to open the case to which you want to add a child task.
      • My work overview
      • My work
      • Group work
      • Unassigned work
    3. Select the case.
      The case details page of the selected case opens separately.
    4. Select the Menu icon on the top right of the header.
    5. Select Create task.
    6. On the form, fill in the fields.
      On the form, the Parent case field is automatically set with the case number of the case to which you are adding this child task.
      Hinweis:
      You can also create a task by quick action without connecting to any parent case from the Work view page in the Workplace Agent for mobile application.
      Tabelle : 1. Create task form
      Field Description
      Workplace task type Set the type of task
      Short description Enter a short description about the task.
      Description Enter a detailed description about the task.
      Workplace location Select the location for which you’re creating the task.
      Workplace service item Select the workplace item if the task is associated with a workplace service item.
      Product model Select the product model.
      Asset Select the asset type.
      Priority Set the priority of the task.
      State Set the state of the task.
      Expected start Enter the expected start date.
      Due date Enter the due date.
      Cost Enter the cost for the task.
      Vendor Select the suitable vendor.
      Assignment group Select the assignment group to which the task belongs.
      Assigned to Select the user agent to whom you want to assign the task.
      State Set the state of the task.
      Parent case Task is created for the parent case
      Sign template Select a signing template.
      Add attachment Add attachment related to the task.
    7. Select Submit.

    Ergebnisse

    The child task is created. After creation, the child task details are displayed in a separate page. For more information about actions that you can perform on a task, refer to Edit or view a child task.