Service Modules > Work Order Management > Work Plans and Task Management > Work Plans and Task Management for Administrators > Work Plan Library > Creating a Work Plan > Adding Tasks to a Work Plan > Adding a Task to the Work Plan
Adding a Task to the Work Plan
You can add a task to a Work Plan, that a technician or service engineer must complete as part of the Work Plan.
To add a task to the work plan:
1. Go to the Work Plan Library list view.
The existing work plans are listed.
2. Open the work plan to which you want to add the Simple task.
3. Click Add Task.
The Add Task pop-up window is displayed.
4. In the Details tab, enter the details as described in the following table.
Fields
Description
Fields with * are mandatory.
Task Name*
Enter a name for the Simple task.
Status Options
Select the statuses the task can transition into.
There are status options such as New, In Progress, and Complete, which are selected by default.
* 
You can add additional status values to the Status Options field in the Work Plan task. Ensure that the same status values are also added to the Status field on the Service Task object, and the Service Task Status and Previous Task Status fields on the Service Task History object.
Estimated Duration
Enter estimated time to complete the task.
Estimated Time Unit
Select the unit of time for the Estimated Duration field value from the dropdown list.
Mandatory Task
Select this checkbox if you want this task to be completed mandatorily as a part of the completion of work plan.
Create labor line on work order when status is changed to complete
Select this checkbox to generate labor lines based on the information captured in the service task. Labor lines are generated when the service engineer marks the task as complete. These labor lines are the Work Detail Lines of the type Labor, which include details about the service tasks and the time spent by technicians to complete them.
Details
Add instructions that you want to provide to the service engineer executing the task. You can add photos, bullets, numbered list, and so on.
5. Go to the Instructions tab and add instructions that you want to provide to the service engineer executing the task. You can add photos, email addresses, bullets, numbered list, and so on.
6. In the Reference Files section, add any attachments for the task as required.
To add an attachment, click Upload Files and upload the file.
OR
Drop the file you want to attach in the Reference Files section.
* 
• You can add multiple files. However, the total size of the attached files must not exceed 800 MB.
• All the supported file types with Salesforce are supported.
7. Click Save.
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