The team calendar in Workforce provides a centralized view of agent schedules and assigned tasks. It lists agents in the selected group and displays work order tasks, case tasks, appointments, and personal time-off events.

Team calendar overview

Field Service users with the wm_basic role can access the team calendar to:

  • View agents and their assigned work order tasks.
  • See additional events such as case tasks, appointments, and time-off.
  • Navigate by day, workday, or week. In week view, the current day is highlighted in blue.

Team calendar features

The calendar header includes buttons to:

  • Search for agents.
  • Switch between views.
  • Move backward or forward in time.
  • Select a specific date or date range, or click Today to return to the current date.

Custom options

Users can personalize the calendar by:

  • Setting default groups and a default starting view.
  • Using resource filters to display specific agents or skills.
  • Customizing which events appear on the calendar.
  • Creating personal events.

    The right-side panel provides quick access to:

    • A summary of details for a selected task or resource.
    • Resource filters for targeted views.

Visibility

Based on group visibility permissions, agents can view their group members and their schedules. Administrators can Configure Workforce to:

  • Customize the team calendar.
  • Set system properties for group and territory views.
  • Increase visibility for better coordination.
  • Allow users to switch between assignment group and territory views.

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