Create a work order task template

Create a standalone work order task template, which can be used by different work order templates to create the same task for their work orders. It saves you the effort of creating the same task template every time for each work order template.

Before you begin

You must activate the Template Management for Field Service plugin (com.snc.fsm_template_management).

Role required: wm_admin

Procedure

1. Navigate to All > Field Service > Template Management > Work Order Task Templates.
2. On the form, fill in the fields.

   Table 1. Task information form

   Fields	Description
   Task type	The type of task to create. The default is Work Order Task.
   Name	Unique and descriptive name for this task.
   Short Description	Summary of this task
   Description	A description of this task.
   Parts and quantities	Parts requirements and quantities, as needed. If you selected Part requirements are not needed by agents on the Field Service Configuration screen, the Parts and quantities fields are not displayed.
   Checklist template	Select a checklist template from the list to add a checklist to the tasks created from this work order template.
   Dispatch group	The dispatch group used to select the individuals who fulfill the task.

3. Click Submit.

Result

A standalone task template is created and ready to be mapped it to any work order template.

What to do next

After creating a standalone task template, map it to a work order template. This enables the work order template to create similar tasks for different work orders, if required. See Enable a work order template to create relevant tasks for a work order.