Example - configure dynamic scheduling to assign preferred technicians to tasks

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

    • Automatically assign preferred Field Service agents to work order tasks so the correct technician is assigned to the task. If a Field Service agent isn't a good fit for a task, you can also exclude them.

    Before you begin

    Role required: wm_dispatcher, wm_manager, wm_admin

    Procedure

    1. Navigate to All > Dynamic Scheduling Administration > Configuration.
    2. Select Work OrderTask Dynamic Scheduling Config.
    3. On the Task Filters tab, add the Prioritize preferred and secondary technicians and Rank preferred and secondary technicians criterion to the task filters.
      For information on adding criteria to a task filter, see Create a task filter for dynamic scheduling
    4. Select Update.