Create a personal event

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Enable agents and managers to efficiently schedule events, including time off and appointments, through Workforce. Additionally, managers have the capability to organize meetings.

    Before you begin

    Role required: wm_agent, wm_manager

    About this task

    Agents can only create personal events for themselves, while managers can create events for anyone they manage.

    Procedure

    1. Navigate to Workforce.
      • Managers, navigate to All > Field Service > Manager > Workforce.
      • Agents, navigate to All > Field Service > Agent > Workforce.
      • If Workforce Optimization is installed and activated, navigate to Workspaces > Manager Workspace > Workforce.
    2. Click the Event Management icon in the right side panel.
    3. On the form, fill in the fields.
    4. Click Save.
      If Workforce Optimization is installed and activated, Creating a personal event option won’t be visible in Workforce.