Setting up Work scheduler in Workforce Optimization for Customer Service

Customize an existing work scheduler card based on your need. You can also create a work configuration and work scheduler card from scratch and associate them so that managers can view the cards in their work queue.

• Customize a Work Scheduler card using the Next Experience UI Builder
  Customize the Work Scheduler card components, such as adding an extra field, or changing the color or order of a field, to display them in the Work scheduler queue.
• Set up a work configuration
  Create a work configuration for a work item. Add filters that display key information that the manager wants to analyze. This work configuration will determine how the work items display on the Work scheduler calendar in manager workspace.
• Create a Work scheduler card using the Next Experience UI Builder
  Create a work scheduler card and add the components that you want to display based on your needs in the Work Scheduler application in manager workspace.
• Create extension points for Work scheduler
  Create extension points to customize your implementation in Work scheduler. For example, if you want your team members to work on an on-site task, you can configure the location of your team members to the work items assigned to them so that they can get to the tasks quickly.

Parent Topic:Optimize workforce operations