Create work order tasks in CSM Agent Workspace

task brazil Updated Sep 10, 2026 1 min read create-workorder-tasks-workspace.md
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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

Procedure

  1. Click the List icon ([Omitted image "ListIcon.png"] Alt text: List icon.)

  2. Navigate to Work Orders > Created by me

  3. Select the work order for which you would like to create a work order task.

  4. 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.
  5. Click Save.

Related topics

Qualify work order tasks in CSM Agent Workspace

Book work order appointment in the CSM Configurable Workspace

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