Creating Service Tasks

You can also define the tasks that you are allowed to perform against a Service Agreement as well through the Service Tasks.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

How to do it…

To configure Service Tasks, follow these steps:

  1. From the Service management area page, select the Service tasks menu item from the Setup group.
  2. Within the Service tasks maintenance form, click the New button in the menu bar to create a Service task record.
  3. Then assign your Service task a code and Description.
  4. Repeat this process to add as many Service Tasks as you like and then click the Close button to exit the form.

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