Determine how overlapping tasks are assigned

If you have configured more than one way of assigning tasks, choose which task assignment option to use when assigning tasks that overlap.

Before you begin

Role required: wm_dispatcher.

About this task

You must have at least two out of three of the following types of task assignment enabled to determine the correct method to use:

• Automatically adjust overlapping tasks - For more information, see Enable Dispatcher Workspace settings
• Double booking - For more information, see Setting up dynamic scheduling in Dispatcher Workspace
• Auto-assignment - For more information, see Configuring Auto Assignment scheduling

Procedure

1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
2. Select Dispatcher Workspace.
3. Drag a task from the task panel to a place in the calendar that already has an assigned task.
4. Select the option to determine how you want to assign the tasks.
5. Optional: Select Default to this option when there is an overlapping task. To change this option, go to settings to make your decision persistent.
6. Select Apply.