Assign a work order task

Assign agents to unassigned work order tasks using the Dispatcher Workspace map.

Before you begin

Role required: wm_dispatcher, wm_initiator_qualifier_dispatcher

Procedure

1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
2. Select Dispatcher Workspace.
3. Select Schedule.
4. Select Map or Hybrid.
5. Right-click an unassigned task in the map.
6. Select Assign.
7. In the Assigned to field, select the agent available to work on the task.
8. Select Save.

Result

The customer receives a text message and email notification that the work order task is assigned.