---
sourceDocument: Zurich Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/field-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# CSM/FSM Configurable Workspace

# Setting up CSM/FSM Configurable Workspace {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Setting up CSM/FSM Configurable Workspace involves configuring Dispatcher Workspace and the Field Service Territory Planning Console.

To enhance efficiency in task management and agent assignments, set up the Dispatcher Workspace. This setup will help in organizing and distributing tasks effectively. Use the Field Service Territory Planning tool to define and assign
the most appropriate territories for work order tasks, which helps achieve optimal task distribution. Additionally, configure the CSM Agent Workspace and establish specific roles to facilitate precise task execution. Lastly, configure
Workforce to manage team schedules, access geographical data, and track historical movements of agents, ensuring a comprehensive management system that supports both current and future operational needs.

## Configuration overview {#setting-up-configurable-workspace__section_i25_tlc_h1c}

The steps for setting up CSM/FSM Configurable Workspace are:

1. [Configuring Dispatcher Workspace](https://www.servicenow.com/docs/7QuqnCPZLPh7Z20yjKkEpA "Configure the Dispatcher Workspace to optimize task management and agent assignments.")

   Optimize task management and enhance agent assignments by configuring the Dispatcher Workspace.
2. [Configuring Field Service Territory Planning Console](https://www.servicenow.com/docs/DyhyAJscX9t8MbRoxujZ~g "Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a service call based on the associated territories.")

   Field Service Territory Planning optimizes work order management by selecting the most suitable territory for a task based on
   predefined criteria. This ensures that tasks are assigned to the most appropriate agent or group, enhancing efficiency and improving service delivery within that territory.
3. [Setting up Field Service in CSM Agent Workspace](https://www.servicenow.com/docs/IgPnJUfQZWaZBfsCvkfgvQ "Activate Field Service in CSM Agent Workspace and set up roles for performing the tasks.")

   Activate Field Service in CSM Agent Workspace to set up roles for performing the tasks.
4. [Configuring Workforce](https://www.servicenow.com/docs/gb8mT2YslXlFz~ckakrBiw "Configure Workforce to view agent schedules, create personal events, and view tasks on a map.")

   Configure Workforce to view agent schedules, create personal events, and view tasks on a map.
{#setting-up-configurable-workspace__ol_qrq_spr_fcc}