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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Preferred technicians for tasks

# Configure the policy to assign preferred technicians to tasks {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Add optimization features to the policy, enabling dispatchers to assign preferred Field Service agents to specific work order tasks, ensuring the right technician handles each task efficiently. Additionally, dispatchers can exclude agents who are not well-suited for certain tasks.

## Before you begin

Role required: wm_admin

## About this task

Dispatchers can designate preferred, secondary, or excluded technicians on the work order task record. To activate this capability, an admin must incorporate specific optimization features into the policy.

## Procedure

1. Navigate to AllSchedule OptimizationAdministrationPolicies.
2. Select the policy.
3. Select the Objective or Constraint tab.
4. Select New.
5. In the Optimization Features field, select the Lookup icon (![Lookup icon.]()) and add the following objectives and constraints:

1. Maximize preferred agent assignment
2. Enable assignments based on technician assignment preference
3. Block excluded agents from assignment

6. Select Submit.

## Result

The policy is configured to assign preferred technicians to tasks. When the optimization run is complete, check the [Run Summary](https://www.servicenow.com/docs/qON2osEY1dHoSRCfGqUsTw "View the results of Schedule Optimization runs to understand how tasks were processed and assigned.") to view assignment outcomes for tasks with required, preferred, or secondary technician preferences. Tasks that could not be assigned to a required
technician are listed in the run summary.
**Related tasks**   

* [Set technician preferences for tasks](https://www.servicenow.com/docs/G9pQ4BeceF1yNpHKG7kWXQ "Specify the technician assignment preference for a task, indicating whether a technician is marked as Preferred, Secondary, Excluded, or Required for the work order task.")  
**Related reference**   

* [Objectives and constraints used with Schedule Optimization](https://www.servicenow.com/docs/jKtSFlcm7lcnZUMyFUi08g "Objectives and constraints are optimization features that determine how tasks are assigned to agents in Schedule Optimization.")

*[\>]: and then