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

Assign a work order task

Assign agents to unassigned work order tasks using the Dispatcher Workspace map.

Before you begin

Role required: wm_dispatcher, wm_initiator_qualifier_dispatcher

Procedure

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

  2. Select Dispatcher Workspace.

  3. Select Schedule.

  4. Select Map or Hybrid.

  5. Right-click an unassigned task in the map.

  6. Select Assign.

Image omitted: assign-task.png
assign task pop up
  1. In the Assigned to field, select the agent available to work on the task.

  2. Select Save.

Result

The customer receives a text message and email notification that the work order task is assigned.