How do I create a task from a service request in Work management?

You can schedule work from a service request directly in the Work management calendar. You need permission to handle the request and create tasks.

1. Find the request and check its description and device, or Spot.
2. Drag it to the desired due date in the calendar.
3. Choose a new task or task draft.
4. Complete the form's task name, Spot, responsible party and other required details. Check the due date.
5. Also check changes affecting the dragged service request.
6. Save and verify the task in the calendar and the request's tasks.

The type's After transferring to tasks setting defines the default action for the request. It may complete immediately, when related tasks finish or manually later. Check before confirming.

A draft suits work whose execution details are not yet known. It must later be completed and activated under normal task requirements.

If tasks already exist for the request, check them before adding another. Use Show service request's tasks if needed and ensure filters do not hide existing work. One request may link to several tasks.