Exclude Field Service technicians from being assigned work order tasks
task australia Updated Sep 10, 2026 1 min read exclude-agents-from-being-assigned-tasks.md
Exclude Field Service technicians from being assigned work order tasks with dynamic scheduling, or Schedule Optimization.
Before you begin
Role required: wm_dispatcher, wm_manager, wm_admin
If you’re using Technician Preferences for dynamic scheduling, then you must have the Ignore Excluded Technician criterion added to your task filter to add preferred technicians. For more information, see Example - configure dynamic scheduling to ignore excluded technicians.
Procedure
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Navigate to All > Field Service > Work Order > All Work Order Tasks.
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Select the work order task that you want to exclude an agent from being assigned to.
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Select the Technician Preferences tab.
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Select New.
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Add the technician details and set Assignment Preference to Excluded.
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Select Submit.
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Select Update.
42 lines · 1.7 KB
--- title: Exclude Field Service technicians from being assigned work order tasks description: Exclude Field Service technicians from being assigned work order tasks with dynamic scheduling, or Schedule Optimization. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/work-order-management/exclude-agents-from-being-assigned-tasks.html release: australia product: Work Order Management classification: work-order-management topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Manage work order tasks, Prepare work orders, Use, Field Service Management] --- # Exclude Field Service technicians from being assigned work order tasks Exclude Field Service technicians from being assigned work order tasks with dynamic scheduling, or Schedule Optimization. ## Before you begin Role required: wm\_dispatcher, wm\_manager, wm\_admin If you’re using Technician Preferences for dynamic scheduling, then you must have the **Ignore Excluded Technician** criterion added to your task filter to add preferred technicians. For more information, see [Example - configure dynamic scheduling to ignore excluded technicians](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/field-service-scheduling/prevent-excluded-agents.md). ## Procedure 1. Navigate to **All** > **Field Service** > **Work Order** > **All Work Order Tasks**. 2. Select the work order task that you want to exclude an agent from being assigned to. 3. Select the **Technician Preferences** tab. 4. Select **New**. 5. Add the technician details and set **Assignment Preference** to **Excluded**. 6. Select **Submit**. 7. Select **Update**.
| title | Exclude Field Service technicians from being assigned work order tasks |
| description | Exclude Field Service technicians from being assigned work order tasks with dynamic scheduling, or Schedule Optimization. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/field-service-management/work-order-management/exclude-agents-from-being-assigned-tasks.html |
| release | australia |
| product | Work Order Management |
| classification | work-order-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Manage work order tasksPrepare work ordersUseField Service Management |