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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

Search work order tasks

Minimize scrolling and filter tasks that show in the task panel. Quickly search by keyword, or see all the tasks assigned to a group or territory.

Before you begin

Role required: wm_dispatcher

About this task

You can search work order tasks using the following criteria:

  • Keyword
  • Match calendar dates
  • Work order task state

You can also filter and sort work order tasks based on the fields that are configured by the administrator.

If you add a work order task number to the work notes of another work order task, when you search for the work order task number that was added to the work notes both the tasks show up. This happens because it's a keyword search that causes both the work order tasks show up. For example if you add WOT123 to the notes of WOT456, then when you search for WOT123, both WOT123 and WOT456 show up.

Procedure

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

  2. Select Dispatcher Workspace.

  3. In the task panel, search for a work order task.

Search criteriaAction
KeywordType the search term in the search field and select the Search icon (
Image omitted: search_icon.png
Search icon.).<strong>Note:</strong> To clear the search and display all tasks, delete the search term and press the Enter key.</td></tr><tr><td>
Calendar dates

Select the Turn on filter tasks by calendar dates (

Image omitted: filter-calendar-date.png
Turn on filter tasks by calendar dates.) icon to display tasks associated with the calendar dates in addition to the selected filter.<strong>Note:</strong> The task panel displays tasks based on dates as follows:</p>
  • If the window start and window end dates of a task fall within the dates currently shown on the calendar.
  • If the window end field is empty, then the task appears if the calendar is displaying a date beyond the task's window start date.
  • If the window start field is empty, then the task appears if the calendar shows a date before the task's window end date.
  • If both the window start and window end fields are empty, then the task panel's task appears when Match calendar dates are enabled.
  • If the calendar display window is modified, the task panel is updated to display only tasks that match the new date range.
Assignment group/ Territory task filterSelect the Turn ON assignment group/ territory-matching task filtering (
Image omitted: assignment-group-matching.png
) icon to limit the task panel to only display tasks that belong to your selected assignment groups or territories.</td></tr><tr><td>
State		Select the filter from the list of default filters. The default fields that appear in the Filter by list are configured by the administrator.
Sort optionsSelect the Sort icon \(
Image omitted: sort\_options.png
Sort icon.\) to sort tasks. The default sort options that appear are configured by the administrator.

Result

The tasks that meet the search requirements are displayed in the task panel.

Related topics

Search for appropriate Field Service agents

Assign work order tasks to agents