Save a task from Field Service Manager Mobile

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Save a task to review it or check on it later.

    Antes de Iniciar

    Role required: wm_manager, sn_fsm_tp.fsm_territory_resource_manager

    Procedimento

    1. Open Field Service Manager Mobile.
    2. Open a task.
    3. Select the Save icon save icon.
      Nota:
      Select the Unsave icon unsave icon to remove the task from the Saved tasks list.
    4. Opcional: Change the name of the task you want to save if you want to save it as something other than the work order task number.
    5. Select Done.
      The task shows on the home page of Field Service Manager Mobile under Saved tasks.