Create a work order task template
Create a standalone work order task template, which can be used by different work order templates to create the same task for their work orders. It saves you the effort of creating the same task template every time for each work order template.
Before you begin
You must activate the Template Management for Field Service plugin (com.snc.fsm_template_management).
Role required: wm_admin
Procedure
Navigate to All > Field Service > Template Management > Work Order Task Templates.
On the form, fill in the fields.
Fields Description Task type The type of task to create. The default is Work Order Task. Name Unique and descriptive name for this task. Short Description Summary of this task Description A description of this 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. Checklist template Select a checklist template from the list to add a checklist to the tasks created from this work order template. Dispatch group The dispatch group used to select the individuals who fulfill the task. Click Submit.
Result
A standalone task template is created and ready to be mapped it to any work order template.
What to do next
After creating a standalone task template, map it to a work order template. This enables the work order template to create similar tasks for different work orders, if required. See Enable a work order template to create relevant tasks for a work order.