In most deployment scenarios, additional Salesforce queues must be configured to manage work order tasks and risks ownership.
Queues are typically set up during the creation of work order templates and align with departmental or team structures. To create a queue:
- Go to Setup → Home → Users → Queues.
- Create queue(s).
- Add Work Order Template Task and Work Order Tasks as Supported Objects for each queue.
- Assign queue members.
| Important | It is best practice to create user groups and assign them to queues rather than managing queue memberships individually. |
Typically, each work order task queue is accompanied by corresponding list views for Ready, Overdue, or In Progress tasks assigned to a specific team or department.
For example, the Engineering Ready queue allows managers to assign tasks from the queue to individual team members.
Standard Salesforce ownership filtering can be used to create these views:
| Automated tasks queue
It is best practice to create a designated queue named Automated Tasks for managing the ownership of automated tasks in work order templates and work orders. |
