Go to the Field Service application, then navigate to Configuration and select the 'Worksheet Templates' menu to manage all worksheet layouts.

Create or edit a Worksheet Template, specify features like 'Allow Duplicates', and click 'Design Template' to customize form fields.

Use the Odoo Studio interface to design the worksheet form layout by adding custom fields like Name, Date, and Description.

Access the Field Service Project settings, toggle the 'Enable Multi-Worksheet' option, and configure the 'Allowed Templates' field to specify which worksheet templates can be used.

Specify the allowed worksheet templates.

Enable the 'Worksheets' column in the task list view to see all worksheets associated with each task at a glance.

Open any task and navigate to the dedicated 'Worksheets' tab, where the template dropdown list is filtered to display only the allowed templates for the project.

Select a template from the dropdown list and click the 'Add Worksheet' button to instantiate a new worksheet for the task.

Fill out the fields in the custom worksheet form (such as Name, Date, and Description) and click save to record the information.

Track all active worksheet records from the task view, which shows a total count in the Worksheets smart button and a list of filled worksheets with options to open or delete them.

Configure specific controls like checking 'Required on Task Close' or unchecking 'Allow Duplicates' on a worksheet template to enforce validation rules.

Receive a validation warning window blocking duplicate worksheet additions.

Prevent closing the task ('Mark as done') with a warning popup if a required worksheet is missing or has not been filled out.

Keep track of history and audit logs through automated chatter notifications posted whenever worksheets are added or removed from a task.

Click on the Print dropdown menu on the task page to select and generate the consolidated 'Task Worksheet Report'.

Generate a unified, consolidated PDF report containing all completed worksheets with their corresponding data displayed sequentially.