Editing Service Tasks
You can edit Service Tasks to reassign them to different Resources.
 |
• If you clear the Resource field in a Service Task, the Service Team and Scheduled Date Time fields are also cleared. If the related Appointment is in a non-end state, it is canceled.
• If you use the Resource field to reassign a Service Task to a different Resource, the Service Team field value is updated and the Scheduled Date Time field is cleared/ If the related Appointment is in a non-end state, it is canceled.
|
To edit a Service Task:
1. On the Job List, on the target Service Task Card, click Service Task Menu (
) > .
) > .
2. In the Edit Service Task dialog box, modify the field values as needed, and then in the bottom right corner, click Save.
Editing Service Tasks in Classic Mode
| | The Classic user interface retires on November 8, 2026. All features are available in the Service Board Modern interface. We recommend switching to Service Board Modern at your earliest convenience to access the latest features. |
You can edit Service Tasks to reassign them to different Resources.
| | • If you clear the Resource field in a Service Task, the Service Team and Scheduled Date Time fields are also cleared. If the related Appointment is in a non-end state, it is canceled. • If you use the Resource field to reassign a Service Task to a different Resource, the Service Team field value is updated and the Scheduled Date Time field is cleared/ If the related Appointment is in a non-end state, it is canceled. |
To edit a Service Task:
1. On the Job List, on the target Service Task Card, click Service Task Menu () > .
) > .
2. In the Edit Service Task dialog box, modify the field values as needed, and then in the bottom right corner, click Save.
Related Topics