Filter an agent’s tasks in Field Service Manager Mobile

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Managers can filter the tasks assigned to an agent so they can quickly find the task they want to change.

    Before you begin

    Role required: wm_manager, sn_fsm_tp.fsm_territory_resource_manager

    Procedure

    1. Open Field Service Manager Mobile and Tap Teams
    2. Select the assignment group or territory that the Field Service agent you want to manage is art of.
    3. Tap the clipboard icon (clipboard) next to the agent whose assigned tasks you want to see.
    4. Tap filter icon (filter).
    5. On the form, fill in the fields.
    6. Tap Apply.