Reassign a task to another agent

Managers can quickly reassign work order tasks to another agent in case the original agent is running behind on other work order tasks.

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. Tap the assignment group or territory that the agent you want to reassign a task to is part of.
3. Tap the clipboard icon () next to the agent that you want to reassign a task from.
4. Tap the task that you want to reassign.
5. Tap Reassign.
6. Tap the agent that you want to reassign the task to.
   Note:

   Available shows beneath agents who have availability to complete this task. Agent availability is determined by Dynamic Scheduling.
7. Tap Submit.