Configure event categories for the ITSM Manager Workspace
Add an event category. Create or update field configurations for events. You can also specify if an event category must be excluded when the shift coverage for agents is calculated.
Before you begin
Important: Starting with the Brazil release, Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.
Role required: sn_shift_planning.admin
The following event category configurations are available by default:
- Work
- Meeting
- Training
- Custom Event
- Time Off
- Break
Procedure
-
Navigate to All > Workforce Optimization for ITSM > Scheduling > Event Categories.
-
In the Event Categories list, click New.
-
In the Name field, enter a name for the event category.
-
If you want to exclude this event category for agent coverage calculation, enable the Exclude from coverage check box.
-
In the Event field configuration dialog box, edit the following configuration as needed:
Note:
- You can remove any property that does not apply to a type of event.
- By default, agents can add attendees to the meeting and training event types.
JSON{ "create": { //Creates an event type form "attendees": { //Adds the Attendees field "mandatory": true, //Sets this field as mandatory "readOnly": false, //Sets this field as read-only "allowAllUsers": false //Allows you to only add users managed by the logged-in user; to add any user, set this value to true }, "startDate": { "mandatory": true, "readOnly": false }, "endDate": { "mandatory": true, "readOnly": false }, "additionalSelectors": [ //Add custom fields to the form { "fieldLabel": "Select Shift", //Name of the field that displays on the form "table": "sn_shift_planning_shift_plan", //Name of the table referenced by the field "field": "name", //Any field from the selected table whose display values must be shown in the custom field "value": "", "mandatory": true, "additionalQueryString": "" } ] }, "edit": { //Edit an event type form "attendees": { "mandatory": true, "readOnly": false, "allowAllUsers": false }, "attendeesFieldForAgent": { //Add attendees to events "mandatory": true, "visible":true, "readOnly": false, "allowAllUsers": false, "label":"Attendees" }, "startDate": { "mandatory": true, "readOnly": false }, "endDate": { "mandatory": true, "readOnly": false }, "description":{ //Add text fields to the form "mandatory":false, "readOnly":false, "label":"Notes" }, "additionalSelectors":[ { "fieldLabel": "Select Shift", "table": "sn_shift_planning_shift_plan", "field": "name", "value": "", "mandatory": true, "additionalQueryString": "" } ] } } -
Click Submit.
- Configure an event load order in Workforce Optimization for ITSM
Add a system property to display your preferred event categories first on the calendar.
Parent Topic:Setting up Scheduling in Workforce Optimization for ITSM
---
title: Configure event categories for the ITSM Manager Workspace
description: Add an event category. Create or update field configurations for events. You can also specify if an event category must be excluded when the shift coverage for agents is calculated.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/workforce-optimization-for-it-service-management/categorize-events-configurable-wfo-itsm.html
release: australia
product: Workforce Optimization for IT Service Management
classification: workforce-optimization-for-it-service-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Setting up, Scheduling, Workforce Optimization for ITSM, IT Service Management]
---
# Configure event categories for the ITSM Manager Workspace
Add an event category. Create or update field configurations for events. You can also specify if an event category must be excluded when the shift coverage for agents is calculated.
## Before you begin
**Important:** Starting with the Brazil release, Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support Knowledge Base.
Role required: sn\_shift\_planning.admin
The following event category configurations are available by default:
- Work
- Meeting
- Training
- Custom Event
- Time Off
- Break
## Procedure
1. Navigate to **All** > **Workforce Optimization for ITSM** > **Scheduling** > **Event Categories**.
2. In the **Event Categories** list, click **New**.
3. In the **Name** field, enter a name for the event category.
4. If you want to exclude this event category for agent coverage calculation, enable the **Exclude from coverage** check box.
5. In the **Event field configuration** dialog box, edit the following configuration as needed:
**Note:**
- You can remove any property that does not apply to a type of event.
- By default, agents can add attendees to the meeting and training event types.
```
{
"create": { //Creates an event type form
"attendees": { //Adds the Attendees field
"mandatory": true, //Sets this field as mandatory
"readOnly": false, //Sets this field as read-only
"allowAllUsers": false //Allows you to only add users managed by the logged-in user; to add any user, set this value to true
},
"startDate": {
"mandatory": true,
"readOnly": false
},
"endDate": {
"mandatory": true,
"readOnly": false
},
"additionalSelectors": [ //Add custom fields to the form
{
"fieldLabel": "Select Shift", //Name of the field that displays on the form
"table": "sn_shift_planning_shift_plan", //Name of the table referenced by the field
"field": "name", //Any field from the selected table whose display values must be shown in the custom field
"value": "",
"mandatory": true,
"additionalQueryString": ""
}
]
},
"edit": { //Edit an event type form
"attendees": {
"mandatory": true,
"readOnly": false,
"allowAllUsers": false
},
"attendeesFieldForAgent": { //Add attendees to events
"mandatory": true,
"visible":true,
"readOnly": false,
"allowAllUsers": false,
"label":"Attendees"
},
"startDate": {
"mandatory": true,
"readOnly": false
},
"endDate": {
"mandatory": true,
"readOnly": false
},
"description":{ //Add text fields to the form
"mandatory":false,
"readOnly":false,
"label":"Notes"
},
"additionalSelectors":[
{
"fieldLabel": "Select Shift",
"table": "sn_shift_planning_shift_plan",
"field": "name",
"value": "",
"mandatory": true,
"additionalQueryString": ""
}
]
}
}
```
6. Click **Submit**.
- **[Configure an event load order in Workforce Optimization for ITSM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/workforce-optimization-for-it-service-management/add-event-load-property-configurable-workspace.md)**
Add a system property to display your preferred event categories first on the calendar.
**Parent Topic:**[Setting up Scheduling in Workforce Optimization for ITSM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/workforce-optimization-for-it-service-management/setup-scheduling-configurable-workforce-optimization-itsm.md)
| title | Configure event categories for the ITSM Manager Workspace |
| description | Add an event category. Create or update field configurations for events. You can also specify if an event category must be excluded when the shift coverage for agents is calculated. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-service-management/workforce-optimization-for-it-service-management/categorize-events-configurable-wfo-itsm.html |
| release | australia |
| product | Workforce Optimization for IT Service Management |
| classification | workforce-optimization-for-it-service-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Setting upSchedulingWorkforce Optimization for ITSMIT Service Management |