Filter the team calendar by territory

task brazil Updated Sep 10, 2026 1 min read filter-by-territory.md
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Filter which agents appear on the team calendar by territory.

Before you begin

Role required: wm_agent, wm_basic, or wm_manager

About this task

Whenever you open the team calendar, agents in the territories saved as your default are displayed. Territories are listed as parent territories, with any child territories nested underneath. Select Restore default to return the filter to the territories saved in Settings. Select Clear all to remove the current selection. To limit the filter to one territory at a time, in Settings, turn on Single select territory. With this setting on, selecting a different territory replaces your previous selection, and selecting a parent territory still applies only that parent. If no default territory is saved in Settings, the calendar displays all territories.

Procedure

  1. Navigate to Workforce.

    • Managers, navigate to All > Field Service > Manager > Workforce.
    • Agents, navigate to All > Field Service > Agent > Workforce.
    • If Workforce Optimization is installed and activated, managers can navigate to Workspaces > Manager Workspace > Workforce.
  2. Select the territory filter above the calendar.

  3. Select one or more territories from the list.

    Note: Selecting a parent territory applies only that parent. Its child territories aren't included.

  4. Select Apply.

    The calendar updates to show agents in the selected territories.

Related topics

Set a default territory on the Team calendar

Filter the team calendar by assignment group

Keywords territory filterteam calendarManager Workforce
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