Map applications to Intelligent Task Recommendation policies

task brazil Updated Sep 10, 2026 1 min read create-task-recommendation-applicability.md
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Map applications to task recommendation policies. Provide access to these policies within those applications.

Before you begin

Role required: admin, wm_admin, sn_task_recommend.task_rec_admin

About this task

By default, Dispatcher Workspace and Mobile are mapped to a task recommendation policy.

Procedure

  1. Navigate to Field Service > Task Recommendation Administration > Task Recommendation Applicabilities.

  2. Click New.

  3. On the form, fill the fields.

    Field Description
    Display Name Display name of the recommendation application.
    Name Name of the recommendation application.
    Table Task table that is selected for the recommendation policy.
    Application module Module of the application. This field is automatically set to Field Service Management.
    Active Option to indicate whether the application is available for consideration when recommending work order tasks.
    Default task recommendation policy The default task recommendation policy for this application.
    Application Application that contains this record.
  4. Click Submit.

Related topics

Assign work order tasks to agents using Intelligent Task Recommendation

Assign tasks to yourself based on Intelligent Task Recommendation

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