Set a default territory on the Team calendar

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: wm_agent, wm_basic, or wm_manager

    Warum und wann dieser Vorgang ausgeführt wird

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

    Prozedur

    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.