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Field Service Manager Mobile › Completing work on mobile › Use › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a work order task

Managers can quickly create tasks from Field Service Manager Mobile.

Before you begin

Role required: wm_manager, sn_fsm_tp.fsm_territory_resource_manager

Procedure

  1. Open Field Service Manager Mobile and tap Teams.

  2. Tap the assignment group or territory that the agent you want to assign a task to is part of.

  3. Tap the clipboard icon (

Image omitted: manager-clipboard.png
clipboard\) next to an agent.
  1. Tap the more actions icon (
Image omitted: more-action-mobile-dark.png
more actions\).

  1. Tap Create new work.

  2. On the form, fill in the fields.

  3. Tap Submit.

    A work order task is created and is ready to be qualified or dispatched.