Assign a work order task bundle

Assign work order task bundles so agents can plan their work effectively.

Before you begin

Role required: wm_dispatcher

About this task

When you assign a bundle, the work duration is calculated by adding the work durations and travel times for all the tasks in the bundle to the travel time for the first task location. Changes to time duration due to adding or removing tasks from a bundle or changing the duration of a task automatically update the duration time for the bundle.

Changing the Assign to field value on a bundle changes the assignment of all the tasks in a bundle.

Procedure

1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
2. Select Dispatcher Workspace.
3. Drag the bundle that you want to assign to the desired available agent row and time column.

Result

The tasks in the bundle are added to the agent's queue to accept or reject.