1. Click Service> Service agreements.

2. Select an existing service agreement, or create a new service agreement.

3. Click Setup, and then select the submenu item Service tasks.

4. Create a new line, and then select a service task from the Service tasklist to attach the service tasks to the service agreement.

5. On the Descriptiontab, enter any internal or external note descriptions in the free text fields.

6. Save the record.

Repeat this procedure until you have created all the necessary service task relations for the service agreement. You can now specify these service tasks for any attached agreement lines.

A service tasks relation that is created on a service agreement is available from all service orders that are attached to the service agreement.

1. Click Service> Service orders.

2. Select an existing service order, or create a new service order.

3. Click Setup, and then select the submenu item Service tasks.

4. Create a new line, and then select a service task from the Service tasklist to attach the service tasks to the service order.

5. On the Descriptiontab, enter any internal or external note descriptions in the free text fields.

6. Close the form to save the record.

Repeat this procedure until you have created all the necessary service task relations for the service order. You can now select the service task for which you have created the relation when you create service order lines.

Service task relations that are created on a service order are available on the specific service order.