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Associating a task with a product in the Pega Field Service Admin portal

Updated on March 16, 2021

Associate a task with a product to define a case that represents a specific subunit of work that a field worker performs to complete a work order.

Before you begin: Create a task and a product. For more information, see Creating a task in the Pega Field Service Admin portal and Creating a product in the Pega Field Service Admin portal.
  1. In the Pega Field Service Admin portal, click ProductsProducts.

  2. On the Products page, select a product.

  3. On the product page, click ActionsEdit.

  4. In the Edit product window, on the Tasks tab, click Add task.

  5. In the Task name list, select a task.

    This task is displayed as a suggested task to the field workers when a work order is created for the configured product.
  6. Click Update.

  • Previous topic Creating a product in the Pega Field Service Admin portal
  • Next topic Setting up customer in the Pega Field Service Admin portal

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