6cc550f0e2
taskid-4043610
closes odoo/documentation#10328
X-original-commit: 036593f1e1
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
31 lines
1.1 KiB
ReStructuredText
31 lines
1.1 KiB
ReStructuredText
============================
|
|
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:
|
|
|
|
#. Open the Field service app and go to :menuselection:`Field Service --> All Tasks --> All Tasks`.
|
|
#. Click :guilabel:`New`.
|
|
#. 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>`.
|