Assign a work order task

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

    • Assign agents to unassigned work order tasks using the Dispatcher Workspace map.

    Vorbereitungen

    Role required: wm_dispatcher, wm_initiator_qualifier_dispatcher

    Prozedur

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. Select Dispatcher Workspace.
    3. Select Schedule.
    4. Select Map or Hybrid.
    5. Right-click an unassigned task in the map.
    6. Select Assign.
      assign task pop up
    7. In the Assigned to field, select the agent available to work on the task.
    8. Select Save.

    Ergebnisse

    The customer receives a text message and email notification that the work order task is assigned.