View agent location and assign tasks to agents

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

    • View the location of agents in your assignment group so you can assign agents to nearby tasks.

    Vorbereitungen

    Role required: wm_manager

    Prozedur

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Workforce.
    2. Select Map from the View Controls list.
    3. Wahlweise: View details about tasks or agents by clicking the related icons.
    4. To assign or reassign a work order task, open a task and add the agent you want to work on the task to the Assigned to field.