Change views in Workforce

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Switching between assignment group and territory views in Workforce helps simplify planning and managing team tasks and resources efficiently.

    Antes de Iniciar

    Role required: wm_basic

    Procedimento

    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.
    3. In the Show resources by field, select Assignment group or Territory.
      If Territory isn’t listed in the Show resources by field, have your administrator verify that Field Service Territory Planning is properly configured.
    4. Select Save.