Managing agents and tasks from Workforce

concept brazil Updated Sep 10, 2026 1 min read using-manager-workforce.md
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Workforce is a configurable application that provides a centralized location for managing schedules, events, and tasks. Users with the wm_basic role can access the team calendar, agent schedules, and map to stay organized and informed.

What managers can do

Managers can:

  • View agent schedules and team calendars.
  • Create personal events.
  • Track agent location history.
  • View tasks on a map.

Note: You must be a manager of a group or territory to view schedules.

What agents can do

Technicians can:

  • View schedules.
  • Create personal events.

[Omitted image "workforce-hybrid-view.png"] Alt text: Hybrid view of Workforce

To manage agents and tasks effectively, explore these topics:

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