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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create a scheduling attribute

# Create a scheduling attribute for Schedule Optimization {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create scheduling attributes to specify which tasks to optimize and define the rules to perform the optimization. You can create different scheduling attributes configurations for each policy.

## Before you begin

Role required: wm_admin
You must [Configure Schedule Optimization](https://www.servicenow.com/docs/7a5Fh10ARrNdhXjj7hCMLQ "Use Schedule Optimization to automate task assignment, create efficient schedules, and respond to changing conditions as they occur throughout the day.").

## About this task

## Procedure

1. Navigate to AllSchedule OptimizationAdministrationScheduling Attributes.
2. Select New.
3. On the form, fill in the fields.
   1. Provide a name.
   2. Select the default policy.
   3. Select a primary travel estimate configuration.
   4. **Optional:** Select a secondary travel estimate provider.  
      If you do not set up a secondary travel estimate provider and your primary configuration is unavailable, optimization will use the default straight-line configuration. For more information, see [Setting up a travel estimate provider](https://www.servicenow.com/docs/esnat81LloL6~aD4_zcvnA "Set up a travel estimate provider in Schedule Optimization for each of your technician groups to streamline and enhance the travel planning process.").
   {#configure-scheduling-attributes__substeps_sf1_wnx_pyb}
4. Select Submit.
5. Select the record you just created.
6. In the Work Type Task Filters tab, select New to choose the task conditions to be considered when optimization runs.
   1. Provide a name for the task filter.
   2. Select or create a Work configuration.
   3. Use the Optimization Targets tab add one or more filter condition.
   4. Select Submit.  
      If your task filter references a custom field or a custom table, you must grant the sharedservice.worker user read access to those elements. For example, this applies if you use a table other than the default work order task table to submit work orders. For details, see [User access requirements](https://www.servicenow.com/docs/Zb89y0VvzYypBWraIy6Jiw "Describes the access requirements for the shared integration user account used by Schedule Optimization.").  
      The Optimization Restricted tab is displayed after the task filter record is created. This read-only field shows the conditions of work order tasks that are excluded from the optimization run.
   {#configure-scheduling-attributes__substeps_y13_5sc_fbc}
7. **Optional:** Enable dispatchers to run optimization for a group or territory from Dispatcher Workspace by adding a policy to the On-demand applicable policies related list.  
   Dispatcher can manually trigger optimization to run for different policies at any time. For example, adding a policy that allows overtime will enable dispatchers to run optimization if agents are running behind schedule.
   1. In the On-demand applicable policies related list, select Edit.
   2. Add a policy.
   3. Select Submit.
   {#configure-scheduling-attributes__substeps_hnh_v3l_d1c}
8. Select Update.

## What to do next

[Create a batch for Schedule Optimization](https://www.servicenow.com/docs/ubqPHkHjYeJK7_ZgYHekgw#create-an-optimization-batch "Create an optimization batch to determine the interval at which optimization should run. Set the start date, batch start time and end time, and run frequency for the related scope.")

*[\>]: and then