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Associating a task with a product

Suggest edit Updated on October 6, 2020

Associate a task with a product to define a case that represents a specific subunit of work that a field worker performs to complete a work order.

Before you begin: Create a task and a product. For more information, see Creating a task for services and Creating a product.
  1. In the Pega Field Service Admin portal, click ProductsProducts.

  2. On the Products page, select a product.

  3. On the product page, click ActionsEdit.

  4. In the Edit product window, on the Tasks tab, click Add task.

  5. In the Task name list, select a task.

    This task is displayed as a suggested task to the field workers when a work order is created for the configured product.

  6. Click Update.

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