Creating field service tasks¶
Tasks in Odoo Field Service can be created manually or automatically, including from sales orders or helpdesk tickets.
Crearea manuală a sarcinilor¶
To create a new field service task:
Open the Field service app and go to
.Click New.
Fill in the task title, Customer and any other optional field, then save manually.
Task creation from a sales order¶
This feature allows for field service tasks to be automatically created from a sales order. When you create a quotation with the service product and confirm it, a task is automatically created in your Field Service project. Click the Tasks smart button to access it from the sales order.
Task creation from a helpdesk ticket¶
If you have the Helpdesk app installed, you can create field service tasks from a helpdesk ticket.