Create Work Step Templates

Start by creating work step templates for the smallest individual units of work.

Available in: Lightning Experience

The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

User Permissions Needed
To create work step templates:	Create and Read on work step templates
To view work step templates:	Read on work step templates
To update work step templates:	Edit and Read on work step templates
To delete work step templates:	Delete and Read on work step templates

In the app launcher, click Work Step Templates.
Click New, and enter a name for the work step template.
Optionally, in Action Definition, select a quick action, a screen flow, or a field service mobile flow.

Note On the Field Service mobile app, use flows of type Field Service Mobile only. When you use work plans on a web browser, work steps that have a quick action that launches a Lightning web component (LWC) in Action Definition don’t work. They’re supported only in the Field Service mobile app.

Quick actions defined on work steps and work orders can be added to Action Definition.
Enter an optional description.
Click Active.
Save the work step template.