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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Clone a work order task

Clone existing tasks to quickly create new tasks.

Before you begin

Role required: wm_qualifier or qualifier combination role

About this task

In the cloning process, the following information is copied from the source task:

  • Parent work order reference
  • Short description
  • Description
  • Dispatch group
  • Assignment group
  • Location
  • Planned information (scheduled and estimated, no actuals)
  • Required skills

Procedure

  1. Open the task from the related list in a work order.

  2. Select the Clone Task related link.

Image omitted: clone-work-order-task.png
Work order task page with the clone task link highlighted.
This creates a new task in **Draft** state.

An entry in the **Work Notes** field contains the original task number and text stating that the task is a clone.