Customize the display of task information on the agent map

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure the agent map to display assigned and unassigned tasks for an agent on the specified date. Display agent location and routing numbers for tasks dispatched on that day.

    Before you begin

    Role required: wm_agent

    Procedure

    1. Navigate to All > Field Service > Agent > My Map
    2. Click Edit.
    3. Change the filter settings as needed.
      OptionDescription
      Date Displays the current date. Select a different date to view task assignments for that day.
      Show my location Displays your current location on the map with an agent location icon. Clear the check box to remove this icon from the map.

      If the system cannot locate you automatically by mobile device, it uses the location of a continuing task or the home office.
      Show routing numbers Displays the routing numbers for the tasks dispatched for the date selected in the calendar. Clear the check box to hide the routing numbers.
      Assigned Displays all assigned tasks for the selected date. Clear the checkbox to hide assigned tasks.
      Unassigned Displays all unassigned tasks for the selected date. Clear the checkbox to hide unassigned tasks.
    4. Do one of the following:
      • To apply the changes to the configuration, click Apply.
      • To cancel the changes made to the configuration, click Cancel.
      • To optimize the agent's task route, click Optimize Route.