---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Set technician preferences for tasks

# Set technician preferences for tasks {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Specify the technician assignment preference for a task, indicating whether a technician is marked as Preferred, Secondary, Excluded, or Required for the work order task.

## Vorbereitungen

Role required: wm_dispatcher, wm_manager, wm_admin

If you're using Technician Preferences for Dynamic Scheduling, then you must have the Prioritize preferred and secondary technicians criterion added to your task filter to add preferred technicians. For
more information, see [Example - configure dynamic scheduling to assign preferred technicians to tasks](https://servicenow-prod.fluidtopics.net/2J82isBw8XIlG8n2MIYBbQ "Automatically assign preferred Field Service agents to work order tasks so the correct technician is assigned to the task. If a Field Service agent isn't a good fit for a task, you can also exclude them.").

If you're using Technician Preferences for Schedule Optimization then your administrator must [Configure the policy to assign preferred technicians to tasks](https://servicenow-prod.fluidtopics.net/CrlSjEXi8OW4NV2M76H31w "Add optimization features to the policy, enabling dispatchers to assign preferred Field Service agents to specific work order tasks, ensuring the right technician handles each task efficiently. Additionally, dispatchers can exclude agents who are not well-suited for certain tasks.").

## Warum und wann dieser Vorgang ausgeführt wird

The system copies account preferences from the 'wm_agent_assignment_preferences' table to the 'wm_task_tech_preference' table whenever the account field on a WOT is updated. If the task is already created and the account
information is added later, the system also copies the data into the task preferences table from the account agent preferences if they are maintained.

Technician Preferences are used by Dynamic Scheduling, and Schedule Optimization. With dynamic scheduling, technician preferences are considered when you assign the task in Dispatcher Workspace, or when you auto-assign the task. With Schedule Optimization, the technician preferences are considered when the optimization engine auto-assigns tasks.

## Prozedur

1. Navigate to AllField ServiceWork OrderAll Work Order Tasks.
2. Select the work order task that you want to add a preferred technician to.
3. Select the Technician Preferences tab.
4. Select New.
5. Add the technician details and set the Assignment Preference.  
   {#assign-preferred-agents-tasks__table_h3z_5bd_xhc__entry__2}

   | Assignment Preference | Description |
   |-|-|
   | Preferred | Specify technician as preferred for task assignment. Optimization prioritizes these technicians when scheduling tasks, but other technicians may still be considered if necessary. |
   | Secondary | Specify a secondary technician as a backup option for task assignment. This setting designates the technician as the second choice if the preferred technician is unavailable. |
   | Excluded | Specify technicians to exclude from task assignment. These technicians will not be considered during Dynamic Scheduling or Schedule Optimization. For more information, see [Exclude Field Service technicians from being assigned work order tasks](https://servicenow-prod.fluidtopics.net/HoWfE7wDR0Oc1lRgn1iojg "Exclude Field Service technicians from being assigned work order tasks with dynamic scheduling, or Schedule Optimization.") |
   | Required | Specify technicians as required for task assignment. When set to Required, only these technicians can be assigned to the task, overriding all other assignment preferences. Wichtig: Required is only used by Schedule Optimization. |
   [ ]

   {#assign-preferred-agents-tasks__table_h3z_5bd_xhc}
6. Select Submit.
**Zugehörige Tasks**   

* [Exclude Field Service technicians from being assigned work order tasks](https://servicenow-prod.fluidtopics.net/HoWfE7wDR0Oc1lRgn1iojg "Exclude Field Service technicians from being assigned work order tasks with dynamic scheduling, or Schedule Optimization.")