View personal events on the Team calendar

  • Release version: Washingtondc
  • Updated June 18, 2024
  • 1 minute to read

    • View events, such as agent time off, agent appointments, and meetings using Workforce.

    Before you begin

    An administrator must Configure event types to appear on the Team calendar.

    Role required: wm_basic

    Procedure

    1. Navigate to Workforce.
      • Managers, navigate to All > Field Service > Manager > Workforce.
      • Agents, navigate to Workspaces > CSM/FSM Configurable Workspace > Workforce.
    2. Click the Calendars icon in the contextual side panel.
      Note:

      This feature is not supported when Workforce Optimization for Field Service is installed and enabled. To create event types using WFO, see Create event types to display on the team calendar with Workforce Optimization for Field Service.

    3. Use the toggle switches to view the specified event type on the Team calendar.Event types to display on the Workforce Team calendar
      The selected event type is visible on the Team calendar.