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Creating a task for services

Suggest edit Updated on October 6, 2020

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.

Before you begin: Create a service before creating a task. For more information, see Creating a service.
  1. In the Pega Field Service Admin portal, click Services & TasksTasksCreate new.

  2. In the Create task window, complete the displayed fields.

  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 service, click Add service and select an applicable service.

  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.

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