Create a child task

Add child tasks to a workplace case when needed. The application enables you to create a child task instantly from the case details page.

Before you begin

Verify that you have installed the required plugins.

Role required: sn_wsd_case.workplace_agent

Procedure

1. Log in to Agent Workplace Service for Mobile application.

   The launch screen opens with your Work view.

2. On the Work view page, go to any one of the following sections to open the case to which you want to add a child task.

   • My work overview
   • My work
   • Group work
   • Unassigned work
   • Select the case.

   The case details page of the selected case opens separately.

3. Select the

1. Select Create task.

2. On the form, fill in the fields.

   On the form, the Parent case field is automatically set with the case number of the case to which you are adding this child task.

   Note: You can also create a task by quick action without connecting to any parent case from the Work view page in the Workplace Agent for mobile application.

   Field	Description
   Workplace task type	Set the type of task
   Short description	Enter a short description about the task.
   Description	Enter a detailed description about the task.
   Workplace location	Select the location for which you’re creating the task.
   Workplace service item	Select the workplace item if the task is associated with a workplace service item.
   Product model	Select the product model.
   Asset	Select the asset type.
   Priority	Set the priority of the task.
   State	Set the state of the task.
   Expected start	Enter the expected start date.
   Due date	Enter the due date.
   Cost	Enter the cost for the task.
   Vendor	Select the suitable vendor.
   Assignment group	Select the assignment group to which the task belongs.
   Assigned to	Select the user agent to whom you want to assign the task.
   State	Set the state of the task.
   Parent case	Task is created for the parent case
   Sign template	Select a signing template.
   Add attachment	Add attachment related to the task.

3. Select Submit.

Result

The child task is created. After creation, the child task details are displayed in a separate page. For more information about actions that you can perform on a task, refer to Edit or view a child task.

Parent Topic:Use Workplace Agent for mobile

Related topics

Manage workplace cases and tasks

Edit or view case details on the Workplace Agent for mobile app

Print workplace cases

Print workplace tasks

Create a workplace case on behalf of an employee through Workplace Agent for mobile

Edit or view a child task

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