Create work order tasks in CSM Agent Workspace

Create work order tasks to track the work created for a work order.

Before you begin

Role required: wm_qualifier and sn_customerservice_agent, or wm_qualifier and sn_customerservice.consumer_agent

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Navigate to Work Orders > Created by me
Select the work order for which you would like to create a work order task.
Do one of the following:
- To create a work order task using a work order template, click the search icon in the Template field and select the template for this work order.
- To create a work order task manually, click New and fill in the required fields. For field descriptions, refer to Create a work order task.
Click Save.