View agent location and assign tasks to agents

task australia Updated Sep 10, 2026 1 min read view-agent-location.md
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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.

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