Skip to content
Crew operations › Using Dispatcher Workspace › Assigning tasks from Dispatcher Workspace › Scheduling and dispatching › Use › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create quick crews in Dispatcher Workspace

Create planned or ad hoc crews faster and more efficiently using a single interface in Dispatcher Workspace. The single interface helps dispatchers view the agent schedule and availability while creating crews and adding crew members.

Before you begin

Role required: wm_dispatcher and wm_crew_moderator

About this task

When creating a crew, you can simultaneously view the availability of agents and crews without losing the context of a calendar in Dispatcher Workspace.

Procedure

  1. Navigate to All > Field Service Management > Dispatching > Dispatcher Workspace.

  2. Select Dispatcher Workspace.

  3. Create a regular crew or an ad hoc (task-specific) crew.

    • To create a crew, select the Crew icon (
Image omitted: crew-new.png
Crew icon.\) in the right panel of Dispatcher Workspace.
-   To create ad hoc \(task-specific\) crew for a work order task that is in pending dispatch state, select the More actions icon \(
Image omitted: OverflowIcon.png
More actions icon.\) in the task card and then select **Create Crew**.
  1. On the form, fill in the fields.
FieldDescription
Details
Initiated fromWork order task number for which the crew is being created.This field is automatically set to the work order task number if you’re creating a task-specific crew.
Name

Name of the crew. This field is automatically set to the work order task number that is displayed in the Initiated from field. For example, WOT9001007 Crew.

Note: You must enter a name to create a planned crew.

LeaderName of the crew leader.
SizeThe number of agents needed in the crew.
LocationLocation of the crew is based on the selected assignment group in the work order task.
Effective startStart date from when the crew is active to work on the task.
Effective endEnd date until when the crew is active to work on the task.

  1. Select Next.

    The crew is created.

  2. Add crew members.

    1. In the Members section of the crew pane, select in the Members field.

    2. Select the names of members to add to the crew from the list.

  3. Add equipment to the crew.

    1. In the Equipment pane of the crew listing, select in the Equipment field.

    2. Select the equipment items to assign to the crew.

  4. Select Update.