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Using the map › Managing agents and tasks from Workforce › Managing workforce › Use › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

View agent location and assign tasks to agents

View the location of agents in your assignment group so you can assign agents to nearby tasks.

Before you begin

Role required: wm_manager

Procedure

  1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Workforce.

  2. Select Map from the View Controls list.

  3. View details about tasks or agents by clicking the related icons.

  4. To assign or reassign a work order task, open a task and add the agent you want to work on the task to the Assigned to field.