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Using Dispatcher Workspace › Assigning tasks from Dispatcher Workspace › Scheduling and dispatching › Use › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Customize information on task cards and agent cards

Customize the fields that appear on the task cards and agent cards to display certain information in Dispatcher Workspace.

Before you begin

Role required: wm_dispatcher

About this task

On the task cards and agent cards, the administrator has to configure what fields are available for you to customize.

Procedure

  1. Navigate to Field Service > Dispatching > Dispatcher Workspace.

  2. Select Dispatcher Workspace.

  3. Customize the information to be presented on the card.

    • For task cards, select Settings icon (
Image omitted: IconPersonalizeList.png
Settings icon.\) and then select the **Tasks** tab.
-   For agent cards, select Settings icon \(
Image omitted: IconPersonalizeList.png
Settings icon.\) and then select the **Resources** tab.

  1. Enable or disable the fields in the Settings dialog box.

    For more information, see Enable Dispatcher Workspace settings.

  2. Select Save.

Result

The card reflects the selected fields.