Manual task creation

To create a new field service task:

1. Open the Field service app and go to Field Service › All Tasks › All Tasks.

2. Click New.

3. Fill in the task title, Customer and any other optional field, then save manually.

Task creation from a sales order

This feature allows for field service tasks to be automatically created from a sales order. When you create a quotation with the service product and confirm it, a task is automatically created in your Field Service project. Click the Tasks smart button to access it from the sales order.

Task creation from a helpdesk ticket

If you have the Helpdesk app installed, you can create field service tasks from a helpdesk ticket.