Accept or reject assigned external work order tasks

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • As a manager or field service agent of a contractor company, you can accept tasks assigned to you through the Field Service Contractor Portal.

    Before you begin

    The task must be in Assigned state for you to be able to accept the task.

    Role required: wm_ext_agent and wm_ext_manager

    Procedure

    1. Navigate to All > Field Service Contractor Portal > Homepage.
    2. Click My Lists > My Tasks > All Tasks.
    3. Open a work order task from the list.
    4. Process the work order task.
      • To accept working on the task, click Accept.
      • To reject the task, click Reject.

        If an agent rejects the task, it is assigned back to the agent's manager to take further actions, such as reassigning the task to another agent or the manager accepting to work on the task.

    What to do next

    After accepting the task, you can start working on it. For more information about executing tasks, see Execute and track external work order tasks.