---
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


---

# Assign preferred agents to tasks

# Assign preferred agents to tasks {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Identify the agents most preferred for working on a customer account and assign them to tasks.

## Before you begin

Role required: wm_dispatcher, wm_manager, wm_admin

If you're using Technician Preferences for dynamic scheduling, then you must have the Prioritize preferred and secondary technicians criterion added to your task filter to add preferred technicians. For
more information, see [Example - configure dynamic scheduling to assign preferred technicians to tasks](https://www.servicenow.com/docs/uWc~QuiHRsRZBrQuVr7hVQ "Automatically assign preferred Field Service agents to work order tasks so the correct technician is assigned to the task. If a Field Service agent isn't a good fit for a task, you can also exclude them.").

If you're using Technician Preferences for Schedule Optimization then your administrator must [Configure the policy to assign preferred technicians to tasks](https://www.servicenow.com/docs/eybsVdSp_Ag7cZLX4wPW~w "Add optimization features to the policy, enabling dispatchers to assign preferred Field Service agents to specific work order tasks, ensuring the right technician handles each task efficiently. Additionally, dispatchers can exclude agents who are not well-suited for certain tasks.").

## About this task

The system copies account preferences from the 'wm_agent_assignment_preferences' table to the 'wm_task_tech_preference' table whenever the account field on a WOT is updated. If the task is already created and the account
information is added later, the system also copies the data into the task preferences table from the account agent preferences if they are maintained.

Technician Preferences are used by dynamic scheduling, and Schedule Optimization. With dynamic scheduling, technician preferences are considered when you assign the task in Dispatcher Workspace, or when you auto-assign the task. With Schedule Optimization, the technician preferences are considered when the optimization engine auto-assigns tasks.

## Procedure

1. Navigate to AllField ServiceWork OrderAll Work Order Tasks.
2. Select the work order task that you want to add a preferred agent to.
3. Select the Technician Preferences tab.
4. Select New.
5. Add the agent details and set Assignment Preference to Excluded Agent.  
   Note:  
   Secondary indicates that the agent is the second option to assign a work order task to in case the preferred agent isn't available.
6. Select Submit.
7. Select Update.

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