Create ad hoc task-specific crews

task brazil Updated Sep 10, 2026 1 min read create-adhoc-crew.md
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Create an ad hoc task-specific crew for a task if existing crews are not available to work on the task or the task requires specific skills.

Before you begin

Role required: wm_crew_moderator

About this task

The Create Crew option is available in the work order task form if the following conditions are met:

  • Task is in the Pending Dispatch state.
  • Dispatch Group is selected.
  • The Needs Crew option is active.
  • The task is scheduled for the present date or future dates.

Note: You can create only one crew for a work order task. If you try creating another crew for a task, the system redirects you to the existing crew.

Procedure

  1. Navigate to All > Field Service > Manager > > Work Order Tasks..

  2. Open a work order task that is in the Pending Dispatch state.

  3. Click Create Crew.

  4. On the form, fill the fields.

Field

Description

Name

Name of the crew. This field is auto-populated based on the work order task for which the crew is created. For example, WOT9001007 Crew.

Description

Description of the crew. This field is auto-populated with a default text message, for example, Crew to work on WOT9001007.

Leader

Name of the crew leader.

Size

Total number of agents, including the leader, in the crew.

Schedule

Working hours of the crew.

Location

Location of the crew.

Maximum Travel Radius

Radius in selected distance unit (miles or kilometers).

Distance Unit

Unit of distance covered in miles or kilometers.

Active

Option to indicate whether the crew is available for selection when assigning a work order task to the crew.

6. Click **Submit**.

Result

An ad hoc task-specific crew is created along with the related list records, such as Details, Groups, Skills, and Task Assignees.

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