Assign tasks to yourself based on Intelligent Task Recommendation

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

    • Assign the best available recommended task to yourself so that you can fill a gap in your schedule.

    Before you begin

    Role required: wm_agent

    About this task

    The Intelligent Task Recommendation feature automatically recommends you the task with highest recommendation score only when your administrator activates the Field Service Intelligent Task Recommendation plugin. For more information, see Activate Intelligent Task Recommendation.

    As an agent, you can login to the Now® Mobile Agent application to view the recommended task and assign the task to yourself.

    Note:
    Intelligent Task Recommendation excludes the work order tasks that are schedule locked.

    Procedure

    1. Navigate to the Now Mobile Agent application.
    2. Tap My Work.
    3. In the My Tasks section, tap the More actions (More actions icon) icon and then select Recommend Task.
    4. Indicate your free time in the Start time and End time fields.
      The system automatically selects the default end time as two hours after the start time. You can change the end time if needed.
    5. Click Submit.

    Result

    The task with highest recommendation score is automatically assigned to you.