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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create a knowledge article for a work order template

# Create a knowledge article for a work order template {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

You can add knowledge articles and guides (such as installation guides, maintenance
procedures, and checklists) to the default knowledge base for hardware, software, and
consumable templates.

## Before you begin

Role required: wm_admin or model_manager

## Procedure

1. Navigate to one of the following:
   * Product CatalogTemplatesWork Order Templates
   * Field ServiceCatalog \& KnowledgeWork Order Templates
   {#t_CreateAKnowledgeArticle__choices_hjj_1mx_mv}
2. Click New.
3. Fill in the fields on the Work Order Template form, as appropriate.  
   {#t_CreateAKnowledgeArticle__table_nlm_5zm_mr__entry__2}

   | Field | Description |
   |-|-|
   | Request information ||
   | Name | \[Required\] Unique and descriptive name for this template. |
   | Short description | \[Required\] Content that is copied into the Short description field of a work order when this work order template is used. The exception to this is a work order created from an incident, problem, or change request, which always uses the short description of the source task, even when a template is applied. |
   | Description | More in-depth description of the purpose of the template. |
   | Checklist template | Select a checklist template to add a checklist to the work orders created from this work order template. For information on checklists, see [Checklists](https://www.servicenow.com/docs/access?context=c_Checklists&version=xanadu&pubname=xanadu-platform-user-interface&ft:locale=en-US). |
   | Workflow | The workflow for work orders created from this template. |
   | Qualification group | The qualification group for work orders created from this template. |
   | Task information ||
   | Work configuration | The Work configuration for this task. Selecting a work configuration will automatically populate the Task type and Work type fields. Work configurations must be configured for this field to appear. For more information, see [Configuring Field Service Work Configurations](https://www.servicenow.com/docs/ub7RNg2Y2zLMtTFbZuaS6g "Field Service Work Configurations allows you to create work configurations for different types of work. A work configuration identifies the configurations and the data required for specific field service work."). |
   | Task type | The type of task to create. The default is Work Order Task. |
   | Name | Unique and descriptive name for this task. As you start to type the description of the task, fields for your next task appear. |
   | Description | A description of this task. |
   | Task skills | Skills required by an agent to work on the task. Note: Select the Mandatory check box to indicate that this skill is required to perform the work order task. |
   | Parts and quantities | Parts requirements and quantities, as needed. If you selected Part requirements are not needed by agents on the Field Service Configuration screen, the Parts and quantities fields are not displayed. Note: Select the Mandatory check box in front of all the parts that are required to perform the work order task. |
   | Dispatch group | The dispatch group used to select the individuals who will fulfill the task. By default, ServiceNow filters the list of available dispatch groups by their proximity to the work order task location. When the work.management.limit.location property is set to false, the system displays all dispatch groups for selection, without any consideration of location. If only one dispatch group is available for a work order task in any location, ServiceNow automatically enters that group in this field. If the Field Service will not use the dispatch queue option is selected in the Field Service Configuration screen, this field is not displayed. |
   | Depends on | Identifies the task of tasks that must be completed before this task can be performed. You cannot make an entry in the first task until you have created subsequent tasks. |
   | Checklist template | Select a checklist template to add a checklist to the tasks created from this work order template. |
   | Work Type | The type of work to be performed by an agent or crew to complete the task. * Break Fix * Install * Planned Maintenance {#t_CreateAKnowledgeArticle__ul_kkv_2th_nmb} For more information, see [Create work types for a work order task](https://www.servicenow.com/docs/bE9YnMECI5O8dHQ047eZAg "You have the option to categorize the type of work to be performed in Field Service to complete the task."). |
   | Needs Crew | Indicator of work type associated with work order tasks that requires a group of agents to work on it. Administrator or Initiator can select or clear this option. |
   [Table 1. Work Order Template form]

   {#t_CreateAKnowledgeArticle__table_nlm_5zm_mr}  
   Any hardware, software, and consumable assets you create and assign to the
   new template are displayed in the Knowledge related
   list on the template record.

*[\>]: and then