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

Set a default territory on the Team calendar

Set a specific territory as default to readily access it on the team calendar.

Before you begin

Role required: wm_agent, wm_basic, or wm_manager

About this task

Whenever you log in to the team calendar, the default territory is displayed.

Procedure

  1. Navigate to Workforce.

    • Managers, navigate to All > Field Service > Manager > Workforce.
    • Agents, navigate to All > Field Service > Agent > Workforce.
    • If Workforce Optimization is installed and activated, managers can navigate to Workspaces > Manager Workspace > Workforce.
    • Select the gear icon.
Image omitted: fsm-dsw-settings-icon.png
Dispatcher Workspace settings icon

  1. In the Default Territories field, select the territory that you would like to set as default.

  2. Select Save.

    Whenever you log in to Workforce, default territory is displayed.