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Assigning tasks using Dynamic Scheduling › Scheduling and dispatching › Use › Field Service Management
Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Select and assign multiple tasks

Dispatchers can select multiple tasks on which to run dynamic scheduling.

Before you begin

Role required: wm_dispatcher or wm_admin

About this task

If there has been an update to any of the selected tasks, an informational message notifies the dispatcher to run the recommendations again.

Procedure

  1. Navigate to a list of work order tasks.

  2. Select the tasks that are pending for dispatch.

  3. From the Actions on selected rows... menu at the top of the list, select Auto Assign.

    Note: If more tasks are selected than dynamic scheduling can handle, a pop-up window displays a message to reduce the number of tasks.

  4. Select Confirm.

Result

The system considers the time mentioned in the following fields before assigning a task to an agent.

  • Scheduled travel start and Scheduled start when Ignore calculation of travel time for agents to task location based on schedule is enabled.
  • Estimated onsite arrival buffer duration when Enable/Disable Onsite Arrival Check-in for Agents property is enabled. For more information, see Global domain configurations.
  • Agent's start and end locations are considered from the Resource Schedule Attributes table for the given day. For more information, see Change schedule attributes for agents.

The work order tasks are automatically assigned to an agent. If the agent does not accept the tasks in a specific time period, the work order tasks get auto rejected. The dispatcher can reassign the tasks to other available agents.