Managing agents and tasks from Workforce › Managing workforce › Use › Field Service Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Change views in Workforce

Switching between assignment group and territory views in Workforce helps simplify planning and managing team tasks and resources efficiently.

Before you begin

Role required: wm_basic

Navigate to Workforce.
- Managers, navigate to All > Field Service > Manager > Workforce.
- Agents, navigate to All > Field Service > Agent > Workforce.
- If Workforce Optimization is installed and activated, managers can navigate to Workspaces > Manager Workspace > Workforce.
- Select the gear icon.
In the Show resources by field, select Assignment group or Territory.

If Territory isn’t listed in the Show resources by field, have your administrator verify that Field Service Territory Planning is properly configured.
Select Save.