Create a work order task

task australia Updated Sep 10, 2026 1 min read create-task-manager-mobile.md
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Managers can quickly create tasks from Field Service Manager Mobile.

Before you begin

Role required: wm_manager, sn_fsm_tp.fsm_territory_resource_manager

Procedure

  1. Open Field Service Manager Mobile and tap Teams.

  2. Tap the assignment group or territory that the agent you want to assign a task to is part of.

  3. Tap the clipboard icon ([Omitted image "manager-clipboard.png"] Alt text: clipboard) next to an agent.

  4. Tap the more actions icon ([Omitted image "more-action-mobile-dark.png"] Alt text: more actions).

  5. Tap Create new work.

  6. On the form, fill in the fields.

  7. Tap Submit.

    A work order task is created and is ready to be qualified or dispatched.

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