documentation/content/applications/services/field_service/creating_tasks.md

Creating field service tasks

Tasks in Odoo Field Service can be created manually or automatically, including from sales orders or helpdesk tickets.

Manual task creation

To create a new field service task:

1. Open the Field service app and go to {menuselection}Field Service --> All Tasks --> All Tasks.
2. Click {guilabel}New.
3. Fill in the task title, {guilabel}Customer and any other {ref}optional field <task_creation/task-configuration>, 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 {ref}service product <sales/invoicing/configured-service-product> and confirm it, a task is automatically created in your Field Service project. Click the {guilabel}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 {ref}create field service tasks from a helpdesk ticket <helpdesk/field>.