View agent location and assign tasks to agents

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • View the location of agents in your assignment group so you can assign agents to nearby tasks.

    Antes de Iniciar

    Role required: wm_manager

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Workforce.
    2. Select Map from the View Controls list.
    3. Opcional: 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.