Determine the tasks to appear in the task panel

task brazil Updated Sep 10, 2026 1 min read configuring-filters-for-taskpanel.md
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Define default filters to determine which tasks appear on the task panel in the Dispatcher Workspace.

Before you begin

Role required: admin, wm_admin

About this task

By default, dispatchers can filter work order tasks based on their states such as Pending Dispatch, Assigned tasks, P1 tasks, In-progress tasks, Maintenance, and Upcoming tasks.

Procedure

  1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Task Panel Filters.

  2. Select New.

  3. On the form, fill in the fields.

    Note: The Category and Module fields are read-only.

    Name Description
    Title Filter title
    Table Table that contains the fields used to filter the list of work order tasks. The default table is wm_task.
    Filter Query Query to narrow down the fields that are displayed in the task panel.
    Order Display order of the filters in the Dispatcher Workspace. Filters that have lower order numbers appear higher in the order.
    User Name of the user to whom the filter applicable.
    Active Option for enabling the filter in the Dispatcher Workspace.
  4. Select Submit.

    [Omitted image "determine-tasks.png"] Alt text: application filter configuration form and submit button

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