Creating a task for services
A task is a 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.
In the Pega Field Service Admin portal, click.
In the Create task window, complete the displayed fields.
In the Task type field, select the case type to invoke for the task.
For example: Standard task.
To associate the task with a service, click Add service and select an applicable service.
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.
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