Work order tasks are the most fundamental units of works executed during order delivery process:
Orders — contain → Work Orders — contain → Tasks
The following applies to tasks:
- A task cannot exist without a work order.
- Work order tasks are created from templates at the along with their parent work orders.
- Once a task is created, its name cannot be changed (it is the same as the name in the template).
- To distinguish task in different work orders, each task is given a unique, auto-generated Task Reference Number (e.g., TSK-0000001) for easy task identification. Reference numbers can be searched.
- Tasks can be user-executed (assigned to users) or automated (calling Salesforce APEX code).
- Work order templates determine initial task ownership (important only for user-executed tasks) that can be:
- An actual user or a queue,
- A queue.
- Tasks cannot be individually canceled by users — a cancellation always occurs on the entire work order.
- Each task has its own status, affecting parent work order and order status.
| Important | Nextian work order tasks are custom objects and are different from standard Salesforce tasks. |
