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Creating a task in the Pega Field Service Admin portal

Updated on March 16, 2021

Create a task template, case that represents a specific sub-unit of work that a field worker performs to complete a work order, such as completing a safety checklist. You can use standard task cases, or implementation teams can custom-configure task cases. As a business administrator, you can specify which type of case to invoke within a task.

  1. In the Pega Field Service Admin portal, click TasksCreate new.

  2. In the Create task window, enter a name and a short description for the task.

  3. In the Task type field, select the case type to invoke for the task.

    For example: Standard task.
  4. To associate the task with a work order, click Add work order and select a related work order.

  5. To associate the task with a product, click Add product and select an applicable product.

    These tasks are displayed as suggested tasks to the field workers when a work order is created for the configured product.
  6. Click Create.

  • Previous topic Creating a work order template in the Pega Field Service Admin portal
  • Next topic Setting up and managing products in the Pega Field Service Admin portal

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