View and assign scheduled tasks

Learn about different ways to view tasks in the Scheduled state​.

Before you begin

A Work order task is moved to the Scheduled state only when all the following conditions are met:

• The Use scheduled state property is enabled​
• The Assigned to field is not empty​
• The Assigned to or Expected start field changes, and the Expected start value is beyond the threshold (12 hours by default) from current time​

Exceptions for the Scheduled state flow

• Contractor tasks will not be in the Scheduled state.
• When an agent time-off event is created and overlaps with the work order task, the task will be moved to Pending dispatch. Similarly, for crew tasks, when the leader has a time-off event overlapping with the task time, the task will be moved to Pending dispatch.​
• If all child work order tasks of the work order are in the Scheduled state, the work order will be moved to Scheduled automatically.
• When dynamic scheduling is enabled, auto-assign is not available for scheduled tasks. Scheduled tasks are considered for re-assignment or un-assignment​.
• Scheduled tasks appear as blocked time when intelligent task recommendation considers technician availability.​

Role required: wm_dispatcher, wm_admin, and wm_agent

Procedure

1. You can view tasks in the Scheduled state in one of the following roles​.

   role	steps
   wm_dispatcher	Navigate to Field Service > Dispatching > My Scheduled Tasks. View the list of scheduled tasks in the dispatcher group.
   wm_admin	Navigate to Field Service > Dispatching > Scheduled Tasks. View the list of all scheduled tasks.
   wm_agent	Log in to the mobile application. Tasks in the Scheduled state can be viewed in My Group Tasks applet Sibling Work Order Tasks related list on the WO screen Work Order Tasks related list on the WO screen Upcoming Work Orders related list on the Asset screen​

2. Move scheduled work order tasks to the Assigned state using one of the methods.

   Method	Steps
   Manually move from Scheduled to Assigned	Open a scheduled work order task in the form or list view. Click the Confirm Assignment button. Click Save. ​
   Automatically move from Scheduled to Assigned	Navigate to Field Service > Administration > Scheduled Task Assignment confirmation. To move all scheduled tasks to Assigned automatically, check the Active check box​. It runs every hour by default to move the tasks within the threshold from Scheduled to Assigned​. To modify the frequency, admins can update the value of the Repeat Interval field.

• Update scheduled tasks on Dispatcher Workspace
  As a dispatcher, you can move scheduled tasks to the Assigned state or move them back to the Pending dispatch state in Dispatcher Workspace.