27 lines
1.0 KiB
Markdown
27 lines
1.0 KiB
Markdown
# Creating field service tasks
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Tasks in Odoo Field Service can be created manually or automatically, including from sales orders or
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helpdesk tickets.
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## Manual task creation
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To create a new field service task:
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1. Open the Field service app and go to {menuselection}`Field Service --> All Tasks --> All Tasks`.
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2. Click {guilabel}`New`.
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3. Fill in the task title, {guilabel}`Customer` and any other {ref}`optional field <task_creation/task-configuration>`,
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then save manually.
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## Task creation from a sales order
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This feature allows for field service tasks to be automatically created from a sales order. When you
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create a quotation with the {ref}`service product <sales/invoicing/configured-service-product>`
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and confirm it, a task is automatically created in your Field Service project. Click the
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{guilabel}`Tasks` smart button to access it from the sales order.
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## Task creation from a helpdesk ticket
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If you have the Helpdesk app installed, you can {ref}`create field service tasks from a helpdesk
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ticket <helpdesk/field>`.
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