---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Task Bundling policy

# Create a task bundling policy {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Create a task bundling policy to apply various rules for dynamically bundling tasks with Field Service Task Bundling.

## Vorbereitungen

Role required: wm_admin

## Warum und wann dieser Vorgang ausgeführt wird

Task bundling policies are groups of rules that dictate how work order tasks are bundled using dynamic bundling. Policies can be configured to target a minimum and maximum range of records, as well as a maximum duration per
bundle. Bundles generated through dynamic bundling can't exceed 200 work order tasks. Policies must have one or more qualifiers in order to run.

## Prozedur

1. Navigate to AllField ServiceDynamic Bundling AdministrationPolicies.
2. Select New.
3. On the Task Grouping Policy form, fill in the fields.  
   {#create-a-task-bundling-policy__table_rrq_fc1_sxb__entry__2}

   | Fields | Description |
   |-|-|
   | Name | Name of the policy. |
   | Task type | Task type table to apply to the rules in this policy. |
   | Order | Order of when this policy is applied to a task relative to other policies. |
   | Active | Option to make the policy active or inactive. |
   | Sort by | Dictates how subtasks are sorted before bundling. |
   | Minimum records | The minimum number of records enabled per bundle. |
   | Maximum records | The maximum number of records enabled per bundle. |
   | Duration field | The duration type that this policy should target. |
   | Maximum duration | The maximum duration per task bundle created by this policy. |
   [Tabelle : 1. Task Grouping Policy form]

   {#create-a-task-bundling-policy__table_rrq_fc1_sxb}
4. Select Submit.

## Nächste Maßnahme

Policies require rules and qualifiers to run. For more information, see [Create a task bundling rule](https://servicenow-prod.fluidtopics.net/HHTeWIXNVlL2taTOWUoPag "Create a task bundling rule to bundle tasks dynamically according to the selected parameters with Field Service Task Bundling.") and [Add qualifiers to a task bundling policy](https://servicenow-prod.fluidtopics.net/ybzNOMds08Nl07DmsRMhAw "Add qualifiers to task bundling policies to define whether policies apply for either assignment groups or territories with Field Service Task Bundling.").

After a policy is complete, you can schedule them or run them manually. For more information, see [Schedule dynamic task bundling](https://servicenow-prod.fluidtopics.net/zo1GFsJjnWuPrI4QDZhNdw "Schedule dynamic bundling to run at a specified time with Field Service Task Bundling.") or [Run a task bundling policy manually](https://servicenow-prod.fluidtopics.net/6pHrRITL1TMwhlZSfYquvg "Dynamic task bundling policies can be manually run from the policy record with Field Service Task Bundling.").