Updating Service Task Statuses
  • 22 Nov 2022
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Updating Service Task Statuses

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Article Summary

In Mobileforce FSM, agents must assign a Status (for example, Open, On Hold, Scheduled) to each Service Task during creation.


Mobileforce FSM comes pre-installed with several typical Service Task Statues for your convenience. Before adding additional statuses, please review the list of statuses.

This status is to be changed and updated throughout the Service Task lifecycle to allow all users to know the current stage/progression of the task.

  • When a dispatcher creates an appointment for the Service Task assigning it to a technician, they change the status to Assigned.
  • When a technician finishes the work described in the Service Task, they change the status to Completed.

Accessing the Service Task Status page

Only users with admin privileges can add, edit, or delete the list of Service Task Statuses. Once the statuses have been updated, Agents, Dispatchers, and Technicians can select the Status when updating Service Tasks. For more information, see Creating and Editing Service Tasks

From the Field Service Setup page, click Service Task Status.


From here you can:

  • Click the image26 button to create a new status.
  • Click the image-1651687637794 button to review or edit an existing status.
  • Click the image74 button to delete an existing status.

Before deleting a Service Task Status, ensure that no current Service Tasks use this status. To review whether the Service Task Status is being used, click the image-1651687637794 button.

Create a new Service Task Status

To create a new status, click the image26 button.


Enter the name of the new Status and click image.png when finished.

Review or edit an existing Service Task Status

To review or modify an existing status, first click the image-1651687637794 button to open its Service Task Status page.


The page lists the name of the Service Task Status and the following related subtable:

  • The Service Tasks table lists any Service Tasks assigned the specified Service Task Status. To view additional tasks in the table, click Load More.

The Service Tasks table lists the number of related tasks next to the table name.

For the Service Task Status, you can do the following:

  • To edit the selected status, click the image205 button.
  • To edit the Name field, click the image69 button for the field and modify it.

For the related Mobileforce FSM objects, you can do the following:

  • To create a new related Service Task, click the image.png button.
  • To open the Service Task table in a new page, click the image.png button.

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