View personal events on the Team calendar

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

    • View events, such as agent time off, agent appointments, and meetings using Workforce.

    Before you begin

    An administrator must Configure event types to appear on the Team calendar in Workforce.

    Role required: wm_basic

    Procedure

    1. Navigate to Workforce.
      • Managers, navigate to All > Field Service > Manager > Workforce.
      • Agents, navigate to All > Field Service > Agent > Workforce.
    2. Select the Calendars icon in the contextual side panel.
      Note:

      This feature is not supported when Workforce Optimization for Field Service is installed and enabled. To create event types using WFO, see Create event types to display on the team calendar with Workforce Optimization for Field Service.

    3. Use the toggle switches to view the specified event type on the Team calendar.
      The following event types can be toggled to display on the Team calendar.
      • Event — Appointment
      • Event — Excluded
      • Event — Meeting
      • Event — Other
      • Event — Phone
      • Event — Time Off
      • Work Order Tasks
      • Work Schedule
      The selected event type is visible on the Team calendar.