Create work order tasks in CSM Agent Workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Create work order tasks to track the work created for a work order.

    Vorbereitungen

    Role required: wm_qualifier and sn_customerservice_agent, or wm_qualifier and sn_customerservice.consumer_agent

    Prozedur

    1. Click the List icon (List icon.)
    2. Navigate to Work Orders > Created by me
    3. Select the work order for which you would like to create a work order task.
    4. Do one of the following:
      • To create a work order task using a work order template, click the search icon in the Template field and select the template for this work order.
      • To create a work order task manually, click New and fill in the required fields.

      For field descriptions, refer to Create a work order task.

    5. Click Save.