---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/field-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Task Recommendation Policies

# Create Task Recommendation Policies {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create policies to recommend the best available work order tasks for agents based on the specified rules and conditions.

## Before you begin

Role required: admin, wm_admin, sn_task_recommend.task_rec_admin

## About this task

You can use the default `Standard task recommendation` policy or create a new policy. The following steps explain how you can create a policy.

## Procedure

1. Navigate to Field ServiceTask Recommendation AdministrationTask Recommendation Policies.
2. Click New.
3. On the form, fill in the fields.  
   {#create-task-recommendation-policies__table_sjk_zx1_bqb__entry__2}

   | Field | Description |
   |-|-|
   | Display Name | Display name of the task recommendation policy. |
   | Name | Name of the task recommendation policy stored in the wm_task table. |
   | Table | Task table that is selected for the recommendation policy. |
   | Applicable to | Applications that are supported for the policy. |
   | Application module | Application module under which the policy exists. |
   | Application | Application that contains this record. |
   | Active | Option to indicate whether the policy is available for consideration when recommending work order tasks. |
   [Table 1. Task Recommendation Policy]

   {#create-task-recommendation-policies__table_sjk_zx1_bqb}
4. In the Query condition field, add filter conditions to recommend tasks.
   1. To recommend the best matched tasks that are in the Pending Dispatch state to an agent, click Add Filter Condition and create the condition.  
      For example, \[State\] \[is\] \[Pending Dispatch\] AND \[Active\] \[is\] \[true\].
   2. To apply an alternate condition set to the query, click Add "Or" Clause and add conditions for the second set.
   {#create-task-recommendation-policies__substeps_s1b_hxd_4tb}
5. Click Submit.

## Result

The recommendation policy is created successfully. The policy has the Filtering Constraints and Ranking Criteria related lists.

## What to do next

You can customize optional filter constraints and ranking criteria. For more information, see [Create a filter constraint or a ranking criteria for a task recommendation policy](https://www.servicenow.com/docs/G9~ETzcbr~8vcenuq4Jo9g "Define a filtering constraints or a ranking criteria for a task recommendation policy. Filter the best matched tasks for the agent based on the filter ordering rules.").

*[\>]: and then