Filter the team calendar by assignment group

task australia Updated Sep 10, 2026 1 min read filter-by-group.md
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Filter which agents appear on the team calendar by assignment group.

Before you begin

Role required: wm_agent, wm_basic, or wm_manager

About this task

Whenever you open the team calendar, agents in the assignment groups saved as your default are displayed. Select Restore default to return the filter to the assignment groups saved in Settings. Select Clear all to remove the current selection. To limit the filter to one assignment group at a time, in Settings, turn on Single select assignment group. With this setting on, selecting a different group replaces your previous selection. If no default assignment group is saved in Settings, the calendar displays all assignment groups.

Procedure

  1. 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.
  2. Select the assignment group filter above the calendar.

  3. Select one or more assignment groups from the list.

  4. Select Apply.

    The calendar updates to show agents in the selected assignment groups.

Related topics

Set a default assignment group on the team calendar

Filter the team calendar by territory

Keywords assignment group filterteam calendarManager Workforce
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