Using the team calendar

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

    • 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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