Add work notes or comments with the activity stream

  • Release version: Australia
  • Updated May 4, 2026
  • 1 minute to read

    • Quickly add work notes or comments to a work order task using the contextual side panel. Save time and add information while staying in Dispatcher Workspace.

    Before you begin

    Role required: wm_dispatcher

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. Select Dispatcher Workspace.
    3. Select the info icon on a work order task card.
    4. From the contextual side panel, select the Activity tab.
    5. Choose from the following options
      SelectionAction
      Work Notes View work notes that have been added to the task or add work note.
      Comments View comments that have been added to the task or add comment.
      Note:
      Select Stacked view to see the work notes and comments on top of each other instead of as separate tabs.
    6. Optional: Select Summarize to get a summary of the activity stream from Now Assist.
      Note:
      The task summarization skill must be enabled for the user to see this option.