How do I create a service task?

To create a new service task, access the Field Service menu and select Service Task.

Click the + Add button to create a new task with no information provided.

Specify the desired information and then select .

Once created, you can then associate required parts, documents, or customer requests with the service task, when you create or edit them. Additionally, you can add them, by editing the service task, and clicking from the related table.