---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Exclude Field Service agents from being assigned work order tasks

# Exclude Field Service agents from being assigned work order tasks {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Exclude Field Service agents from being assigned work order tasks with dynamic scheduling, or Schedule Optimization.

## Before you begin

Role required: wm_dispatcher, wm_manager, wm_admin

If you're using Technician Preferences for dynamic scheduling, then you must have the Ignore Excluded Technician criterion added to your task filter to add preferred technicians. For more information, see [Example - configure dynamic scheduling to ignore excluded technicians](https://servicenow-prod.fluidtopics.net/xou4uEObJJ~G41Agzpt3pQ "Add dynamic scheduling task filters to ensure that work order tasks are not assigned to agents who are excluded from the customer account.").

## Procedure

1. Navigate to AllField ServiceWork OrderAll Work Order Tasks.
2. Select the work order task that you want to exclude an agent from being assigned to.
3. Select the Technician Preferences tab.
4. Select New.
5. Add the agent details and set Assignment Preference to Excluded Agent.
6. Select Submit.
7. Select Update.

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