Configure a default territory on the Team calendar

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Set a specific territory as default to readily access it on the team calendar.

    Before you begin

    Role required: wm_agent, wm_basic, or wm_manager

    About this task

    Whenever you log in to the team calendar, the default territory is displayed.

    Procedure

    1. Navigate to Workforce.
      • Managers, navigate to All > Field Service > Manager > Workforce.
      • Agents, navigate to All > Field Service > Agent > Workforce.
      • If Workforce Optimization is installed and activated, managers can navigate to Workspaces > Manager Workspace > Workforce.
    2. Select the gear icon.Dispatcher Workspace settings icon
    3. In the Default Territories field, select the territory that you would like to set as default.
    4. Select Save.
      Whenever you log in to Workforce, default territory is displayed.