Create work order tasks in CSM Agent Workspace

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Create work order tasks to track the work created for a work order.

    시작하기 전에

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

    프로시저

    1. Click the List icon (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.