Setting up Work Plans and Task Management

As the system administrator, you must set the Work Plans and Task Management feature by enabling the users with necessary access and permissions, and access to all the required components.

This section consists of the following topics:

• Access and Permissions

• Adding the Work Plan LWC Component to Work Order

• Adding Work Plan List View LWC to the Product Record

• Adding the Work Order Execution Summary Widget to Work Order

• Adding URLs as Trusted Domains for Advanced Service Tasks

• Setting Security Level for Output Document PDFs

• Configure Additional Objects for Work Plan Association

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