Use Care Team Work Management to digitize a series of tasks leveraging task plan template creation functionality from Customer Service Management.

Vorbereitungen

Role required: admin

Prozedur

1. In CSM/FSM Configurable Workspace, navigate to List > Task Plan Templates > All Task Plan Templates.
2. Select New.
3. Enter a Name and description.
4. In Target record, enter Care Team Case [sn_cto_case].
5. Select Save.