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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add a resource to a crew task

Add resources that aren't part of a crew, like agents or pieces of equipment, if you realize they're required after the task has been created.

Before you begin

Role required: wm_dispatcher, wm_manager

Procedure

  1. Navigate to All > Field Service > All Work Order Tasks.

  2. Select the work order crew task for which you want to add a resource to.

  3. In the Task Assignees tab, select Add.

  4. On the form, fill in the fields.

    FieldInput
    RequirementName the requirement.
    Resource typeSet to Agent or Equipment.
    AssigneeSearch for and add the agent that you want to add to the crew task.
  5. Select Submit.

    The resource is added to the crew.