Update scheduled tasks on Dispatcher Workspace

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

    • As a dispatcher, you can move scheduled tasks to the Assigned state or move them back to the Pending dispatch state in Dispatcher Workspace.

    Before you begin

    Role required: wm_dispatcher or wm_crew_moderator

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. View the list of all scheduled tasks, including crew tasks, in the dispatcher group by selecting Scheduled Tasks in the Tasks filter.
    3. Assign or update a scheduled task.
      OptionSteps
      Assign a scheduled task
      1. Select a task card or a calendar event.
      2. Click the overflow icon at the top right.
      3. Click Confirm Assignment.
      4. Click Save.
      Unassign a scheduled task
      1. Select a calendar event.
      2. Click the overflow icon at the top right.
      3. Move a scheduled task to the Pending dispatch state by clicking Unassign task.
      Reschedule a scheduled task
      1. Drag and drop a scheduled task to a different time slot on the calendar.
      2. Select the Set to 'Assigned' check box.
        Note:
        This option appears only if the scheduled task starts beyond the 12-hour threshold.
      Edit the duration of a scheduled task
      1. Move to the left or right side of the calendar event bar.
      2. Click and drag to adjust the start or end time of a task.
        Note:
        The travel duration will not be affected.
      Remove time gaps between tasks
      1. Right-click on a task in the calendar.
      2. Select Remove time gap.
        Note:
        This feature is restricted when:
        • The task is the first of the day.
        • The task's status is in progress, closed complete, or canceled.