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.