Configuring Field Service Territory Planning

---
title: Configuring Field Service Territory Planning
description: Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a service call based on the associated territories.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/workforce-optimization-for-field-service/configuring-territory-planning-fsm.html
release: australia
product: Workforce Optimization for Field Service
classification: workforce-optimization-for-field-service
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Set up workforce, Configure, Field Service Management]
---

# Configuring Field Service Territory Planning

Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a service call based on the associated territories.

## Configuration overview

As a territory planner, you can configure and use territories in Field Service Management through the following procedures:

1.  [Activate Field Service Territory Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/workforce-optimization-for-field-service/Activate-fsm-territory-planning.md)

    You can activate the Field Service Territory Planning plugin \(com.snc.fsm\_territory\_planning\) for Field Service Management if you have the admin role.

2.  [Creating geographies](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/workforce-optimization-for-field-service/configuring-territory-parameters.md)

    Create Field Service territories and their geographies based on your requirements.

3.  [Configuring resources for territories](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/workforce-optimization-for-field-service/configuring-resources-for-territories.md)

    Assign agents or crews permanently or temporarily to a territory so you can assign tasks to resources available to work in the territory.

4.  [Enable the Field Service territory model](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/workforce-optimization-for-field-service/enable-territory-model.md)

    Enable the Field Service Management territory model to keep a record of territories and their associated resources, such as dispatch groups, assignment groups, and qualification groups.

5.  [Field Service Territory Planning console properties](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/territory-planning-components-fsm.md)Use the territory planning components and properties to customize workflow based on your requirements.

For more information about setting up Territory planning in the CSM/FSM Configurable workspace, see [Configuring Field Service Territory Planning Console](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/configuring-territory-planning-fsm-workspace.md).

**Related topics**  


[Managing territories and agents from Territory Planning console](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/field-service-manager-workforce/using-territory-planning-console.md)

[Field Service Territory Performance Analytics dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/territory-planning-dashboard.md)