Add or remove tasks from a work order task bundle

Add relevant tasks to a work order task bundle or remove tasks if the bundle becomes too large to manage.

Before you begin

Role required: wm_dispatcher

About this task

When you add tasks to a bundle, the order number assigned to the tasks continues sequentially, even if you removed the highest priority task from the bundle. For example, if you remove the task from the first order position while also adding a task, the new task is positioned last in order, after all the existing tasks.

When adding tasks to bundles, note the following restrictions:

• Tasks can’t be schedule locked.
• Tasks can’t be part of another bundle.

Procedure

1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
2. In the left panel, select Dispatcher Workspace.
3. Select the work order task bundle from which you want to add tasks to or remove tasks.
4. Select the Bundled tasks tab.
5. Either add a task to the bundle or delete a task from the bundle.
   • To add a task, select Add, select the task, and select Add.
   • To remove a task, select the task and select Remove.