Create work order tasks in CSM Agent Workspace

Create work order tasks to track the work created for a work order.

Avant de commencer

Role required: wm_qualifier and sn_customerservice_agent, or wm_qualifier and sn_customerservice.consumer_agent

Procédure

1. Click the List icon ()
2. Navigate to Work Orders > Created by me
3. Select the work order for which you would like to create a work order task.
4. 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.

5. Click Save.

Tâches associées

• Qualify work order tasks in CSM Agent Workspace
• Book work order appointment in the CSM Configurable Workspace