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Using Dispatcher Workspace › Assigning tasks from Dispatcher Workspace › Scheduling and dispatching › Use › Field Service Management
Release: Australia · Updated: 2026-05-07 · Official documentation · View source

Quickly edit work order tasks

Quickly edit work order tasks directly from Dispatcher Workspace without opening the work order task form.

Before you begin

Role required: wm_dispatcher

Procedure

  1. Navigate to All > Dispatcher Workspace.

  2. Select Dispatcher Workspace.

  3. Open Quick Edit using one of the following methods

    LocationAction
    Task panelSelect the More actions icon on a task card and select Quick Edit.
    CSPSelect the Overflow actions icon and select Quick Edit.
    CalendarSelect a task and select Quick Edit.
    MapSelect a work order task and select Quick Edit.
    Map (collocated pin)Select a collocated map pin, select the Overflow actions icon, and select Quick Edit.

  4. Edit the work order task from the CSP.

  5. Select Save.

Result

The work order task is updated with the changes you made.