---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create a task bundling policy

# Create a task bundling policy {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a task bundling policy to apply various rules for dynamically bundling tasks with Field Service Task Bundling.

## Before you begin

Role required: admin

## About this task

Task bundling policies are groups of rules that dictate how work order tasks are bundled using dynamic bundling. Policies can be configured to target a minimum and maximum range of records, as well as a maximum duration per
bundle. Bundles generated through dynamic bundling can't exceed 200 work order tasks. Policies must have one or more qualifiers in order to run.

## Procedure

1. Navigate to AllField ServiceDynamic Bundling AdministrationPolicies.
2. Select New.
3. On the Task Grouping Policy form, fill in the fields.  
   {#create-a-task-bundling-policy__table_rrq_fc1_sxb__entry__2}

   | Fields | Description |
   |-|-|
   | Name | Name of the policy. |
   | Task type | Task type table to apply to the rules in this policy. |
   | Order | Order of when this policy is applied to a task relative to other policies. |
   | Active | Option to make the policy active or inactive. |
   | Sort by | Dictates how subtasks are sorted before bundling. |
   | Minimum records | The minimum number of records enabled per bundle. |
   | Maximum records | The maximum number of records enabled per bundle. |
   | Duration field | The duration type that this policy should target. |
   | Maximum duration | The maximum duration per task bundle created by this policy. |
   [Table 1. Task Grouping Policy form]

   {#create-a-task-bundling-policy__table_rrq_fc1_sxb}
4. Select Submit.

## What to do next

Policies require rules and qualifiers to run. For more information, see [Create a task bundling rule](https://servicenow-prod.fluidtopics.net/X7_48DPrXV~JCD6elKBEWA "Create a task bundling rule to bundle tasks dynamically according to the selected parameters with Field Service Task Bundling.") and [Add qualifiers to a task bundling policy](https://servicenow-prod.fluidtopics.net/jl3v~7xgT1oE~MwD7ezxdg "Add qualifiers to task bundling policies to define whether policies apply for either assignment groups or territories with Field Service Task Bundling.").

After a policy is complete, you can schedule them or run them manually. For more information, see [Schedule dynamic task bundling](https://servicenow-prod.fluidtopics.net/7pDf11Ak4qBYvzD3BNEvzQ "Schedule dynamic bundling to run at a specified time with Field Service Task Bundling.") or [Run a task bundling policy manually](https://servicenow-prod.fluidtopics.net/77IXcZN203vsvbuFbX66Rg "Dynamic task bundling policies can be manually run from the policy record with Field Service Task Bundling.").

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