Create a task bundling policy

task brazil Updated Sep 10, 2026 1 min read create-a-task-bundling-policy.md

Create a task bundling policy to apply various rules for dynamically bundling tasks with Field Service Task Bundling.

Before you begin

Role required: wm_admin

About this task

Task bundling policies are groups of rules that dictate how work order tasks are bundled using dynamic bundling. Policies can be configured to target a minimum and maximum range of records, as well as a maximum duration per bundle. Bundles generated through dynamic bundling can’t exceed 200 work order tasks. Policies must have one or more qualifiers in order to run.

Procedure

Navigate to All > Field Service > Dynamic Bundling Administration > Policies.
Select New.

On the Task Grouping Policy form, fill in the fields.

Fields	Description
Name	Name of the policy.
Task type	Task type table to apply to the rules in this policy.
Order	Order of when this policy is applied to a task relative to other policies.
Active	Option to make the policy active or inactive.
Sort by	Dictates how subtasks are sorted before bundling.
Minimum records	The minimum number of records enabled per bundle. The minimum value is 2.
Maximum records	The maximum number of records enabled per bundle.
Duration field	The duration type that this policy should target.
Maximum duration	The maximum duration per task bundle created by this policy.

Select Submit.

What to do next

Policies require rules and qualifiers to run. For more information, see Create a task bundling rule and Add qualifiers to a task bundling policy.

After a policy is complete, you can schedule them or run them manually. For more information, see Schedule dynamic task bundling or Run a task bundling policy manually.

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---
title: Create a task bundling policy
description: Create a task bundling policy to apply various rules for dynamically bundling tasks with Field Service Task Bundling.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/field-service-scheduling/create-a-task-bundling-policy.html
release: brazil
product: Field Service Scheduling
classification: field-service-scheduling
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Dynamic Task Bundling, Task Bundling, Additional scheduling configuration options, Setting up a Field Service scheduling method, Configure, Field Service Management]
---

# Create a task bundling policy

Create a task bundling policy to apply various rules for dynamically bundling tasks with Field Service Task Bundling.

## Before you begin

Role required: wm\_admin

## About this task

Task bundling policies are groups of rules that dictate how work order tasks are bundled using dynamic bundling. Policies can be configured to target a minimum and maximum range of records, as well as a maximum duration per bundle. Bundles generated through dynamic bundling can’t exceed 200 work order tasks. Policies must have one or more qualifiers in order to run.

## Procedure

1.  Navigate to **All** &gt; **Field Service** &gt; **Dynamic Bundling Administration** &gt; **Policies**.

2.  Select **New**.

3.  On the Task Grouping Policy form, fill in the fields.

    |Fields|Description|
    |------|-----------|
    |Name|Name of the policy.|
    |Task type|Task type table to apply to the rules in this policy.|
    |Order|Order of when this policy is applied to a task relative to other policies.|
    |Active|Option to make the policy active or inactive.|
    |Sort by|Dictates how subtasks are sorted before bundling.|
    |Minimum records|The minimum number of records enabled per bundle. The minimum value is 2.|
    |Maximum records|The maximum number of records enabled per bundle.|
    |Duration field|The duration type that this policy should target.|
    |Maximum duration|The maximum duration per task bundle created by this policy.|

4.  Select **Submit**.


## What to do next

Policies require rules and qualifiers to run. For more information, see [Create a task bundling rule](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/create-a-task-bundling-rule.md) and [Add qualifiers to a task bundling policy](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/add-qualifier-bundling-policy.md).

After a policy is complete, you can schedule them or run them manually. For more information, see [Schedule dynamic task bundling](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/schedule-dynamic-task-bundling.md) or [Run a task bundling policy manually](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/run-a-task-bundling-policy.md).