Work order tasks are the fundamental units of work executed during the order delivery process. The relationship between orders, work orders, and tasks is shown below:
Orders — contain → Work Orders — contain → Tasks
The following applies to tasks:
- A task cannot exist without a parent work order.
- Work order tasks are created from templates along with their parent work orders.
- Once created, task name cannot be changed (it remains the same as in the template).
- To distinguish tasks across different work orders, each task is assigned a unique, auto-generated Task Reference Number (e.g., TSK-0000001), which can be used for searching.
- Tasks can be either:
- User-executed, executed by a person.
- Automated, executed via Salesforce APEX code.
- Work order templates determine the initial task ownership (applicable only for user-executed tasks), which can be either an actual user or a queue.
- Users cannot cancel individual tasks; cancellation applies to the entire work order, which in turn cancels all remaining open tasks.
- Each task has its own status, which impacts both the parent work order and the overall order status.
- Each task has its own schedule — including baseline, projected, and actual ready dates, as well as start and completion dates — helping to monitor real-time order progress.
| Important | Nextian work order tasks are custom objects distinct from standard Salesforce tasks. |
- Work Order Task Status
- Task Ownership, Assignment and Routing
- Working with Task Lists
- Changing Ownership / Assigning Tasks
- Starting Tasks
- Completing Tasks
- Completing Automated Tasks With Manual Execution Type
- Automated Tasks Error Handling
- Dismissing Tasks
- Restarting Tasks
- Work Order Execution Chart
