Create work order tasks to track the work created for a work order.
Before you begin
Role required: wm_qualifier and sn_customerservice_agent, or wm_qualifier and
sn_customerservice.consumer_agent
Procedure
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Click the List icon (
)
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Navigate to
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Select the work order for which you would like to create a work order
task.
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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.
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Click Save.