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  3. Creating & planning Field Service tasks
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Home └Field Service └Creating & planning Field Service tasks

Field Service

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Course content
  • Overview
    • Your first Field Service task 40 xp
      • Quiz
    • Creating & planning Field Service tasks 60 xp
      • Join this Course to access resources
    • Product management in Field Service 40 xp
      • Quiz
    • Customizing worksheets 40 xp
      • Quiz
    • Using maps in Field Service 40 xp
      • Quiz

Creating & planning Field Service tasks

60 XP
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In this course, you'll learn to create and plan Field Service tasks by practicing.

If you are stuck on a question, we recommend checking the documentation linked below, but it's optional.

🖊️

Use the data from https://demo.odoo.com to answer these questions. 

Did you mess up? Start over with clean data by clicking Restart on the homepage!


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1. In the Field Service app Kanban view, you can reschedule a task by:
Dragging and dropping it to a column with a different date Opening the task, then changing the Planned dates Clicking the clock icon, then changing the Planned dates Starring the task
2. Which fields are mandatory when creating a new Field Service task?
Task Title and Customer Customer and Planned Dates Task Title and Phone Number Task Title and Planned Dates
3. Is it possible to schedule multiple tasks in Field Service?
Yes, by selecting several tasks in the Kanban view and dragging and dropping them. Yes, from the Map and Gantt views Yes, from the Gantt and List views It’s not possible to batch plan tasks in Field Service
4. Which of the following cannot be configured to trigger the creation of a Field Service task?
A Sales Order A Manufacturing Order A Helpdesk ticket A Website form
5. Go to All Tasks > To Schedule and take a look at the tasks. For a task to show up on this list:
Only the Planned Date field needs to be empty Only the Assignee field needs to be empty Either the Planned Date or Assignee fields need to be empty Both the Planned Date and Assignee fields need to be empty
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