Clone a work order task

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

    • Clone existing tasks to quickly create new tasks.

    Vorbereitungen

    Role required: wm_qualifier or qualifier combination role

    Warum und wann dieser Vorgang ausgeführt wird

    In the cloning process, the following information is copied from the source task:
    • Parent work order reference
    • Short description
    • Description
    • Dispatch group
    • Assignment group
    • Location
    • Planned information (scheduled and estimated, no actuals)
    • Required skills

    Prozedur

    1. Open the task from the related list in a work order.
    2. Select the Clone Task related link.Work order task page with the clone task link highlighted.

      This creates a new task in Draft state.

      An entry in the Work Notes field contains the original task number and text stating that the task is a clone.