--- sourceDocument: Yokohama Field Service Management sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/field-service-management Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Field Service Management ft:clusterId : - fsm bundleId : - fsm workflow : - Customer and Industry --- # Managing territories and agents from Territory Planning console # Managing territories and agents from Territory Planning console {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Use the Territory Planning Console to assign work orders or work order tasks to agents or crews in the territories that best match their location based on conditions that you set. ## Territory Planning Console {#using-territory-planning-console__section_ogg_qtk_xvb} The territory map in the Territory Planning Console provides a visual representation of a territory so you can easily see the location of the agents and crews assigned to the territory and also assign the work order tasks. The personas with the role sn_fsm_tp.fsm_territory_read will only have the view access to Territory Planning console. Note: To identify the best matched territory for a work order task, you must enable the Field_Service_Territories territory model. For more information, see [Enable the Field Service territory model](https://www.servicenow.com/docs/uroyCqPTal9ulb9DGoTmYg "Activate the territory model to display the Territory field in the work order task form so the task can be assigned to an agent or crew associated with the selected territory. The territory model maintains a record of territories mapped to it."). The following table describes the list of activities you can perform as a territory planner, territory manager, and resource manager in the territory Planning console.{#using-territory-planning-console__table_rsw_l3l_stb__entry__3} | Action | Territory Planner | Territory Manager | |-|-|-| | View, manage, and analyze territories and their associated resources. | View territories under All Territories, My Territories, and My Selections categories. | View territories under My Territories and My Selections categories. | | Add or customize data overlays to visualize more data points in the territory. | For all territories | Only for assigned territory | | View detailed information such as the number of agents, crews, and child territories by clicking the territory geography. | For all territories | Only for assigned territory | | Edit and stretch boundaries to include new data points. | For all territories | Only for assigned territory | | Assign direct agent or crew memberships without assignment groups. | For all territories | Only for assigned territory | | Hide all territory geographies in the map. | For all territories | Only for assigned territory | | Specify the color code using color picker for a territory. | For all territories | Only for assigned territory | | Add child territories Note: The child territory ![Child Territory icon.]() icon appears only when the territory has child territories. | For all territories | Only for assigned territory | | Add child territories to My Selection list. | For all territories | Only for assigned territory | [Table 1. Actions performed in Territory Planning Console] {#using-territory-planning-console__table_rsw_l3l_stb} ## Working with territories {#using-territory-planning-console__section_isj_fm1_35b} Perform the following tasks to work with territories: * [Create a work order task](https://www.servicenow.com/docs/yVUHogwFxPYai4sGyp15LQ "Create a work order task from a work order.") * [Assign work order tasks to agents or crews from the dispatch queue](https://www.servicenow.com/docs/R_4~yW5E0wiMDhsJAYKG7w#t_DptchTskFrmFSMQueue "Dispatch a work order task from the dispatch queue. You can also reassign the task from the queue.") * [Auto-dispatch a work order task](https://www.servicenow.com/docs/R_4~yW5E0wiMDhsJAYKG7w#t_AutoDispatchWorkOrderTask "Automatically match a task to a nearby agent who has the necessary skills and a schedule that can accommodate the task.") * [Assign work order tasks to agents](https://www.servicenow.com/docs/jANFVWxRgYBy3CPh~pTdhA#assigning-task-to-agents "Assign a work order task to a field service agent from Dispatcher Workspace.") * [Assign work order tasks to crews on Dispatcher Workspace](https://www.servicenow.com/docs/UFfmhXvDNUVo7C0ZlWAUCw "Assign crews to a work order task that requires a crew of agents in Dispatcher Workspace.") {#using-territory-planning-console__ul_kd2_3vf_35b} * **[View favorite territories on a map](https://www.servicenow.com/docs/Baj0FMj55Trpz7n63NbK7Q#move-territories-to-my-selection)** View and manage territories and their associated resource details in the list view and on a map. * **[View territory information in contextual side panel](https://www.servicenow.com/docs/86hmrk6Yzzxl9im7vRrYvg)** The contextual side panel offers valuable insights and easy access to territory information, helping you make well-informed decisions and efficiently manage your territories. * **[Change map marker location in the Territory Planning console](https://www.servicenow.com/docs/DgBSps3pPgwHAcwCQcimXg)** Update the location of your map markers for a dynamic and accurate visual representation of your data entities on the map. * **[Change start and end locations for agents](https://www.servicenow.com/docs/PjNURj0LhWgQghZM6Av2kw)** Change the start-of-day and end-of-day locations for your agents, offering the flexibility needed for specific work order tasks. * **[Move agents between territories in the Territory Planning console](https://www.servicenow.com/docs/elbTO~lfuRkXnte2VjhMlw)** Relocate agents between territories to add flexibility to their work. **Related concepts** * [Configuring Field Service Territory Planning](https://www.servicenow.com/docs/yKQtfJ36mVyvtkdSx~YQ6A "Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a service call based on the associated territories.")