Using the team calendar

concept brazil Updated Sep 10, 2026 2 min read using-team-calendar.md
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The team calendar in Workforce provides a centralized view of technicians schedules and assigned tasks. It lists agents in the selected group and displays work order tasks, case tasks, appointments, and personal time-off events.

Team calendar overview

Field Service users with the wm_basic role can access the team calendar to:

  • View technicians and their assigned work order tasks.
  • See additional events such as case tasks, appointments, and time-off.
  • Navigate by day, workday, or week. In week view, the current day is highlighted in blue.
  • Create, view, and edit the scheduled breaks for the technicians.

Updating or deleting a break that affects a scheduled task recalculates the task's estimated end time. The related work order updates accordingly, whether the break is being embedded or removed. This works the same whether you make the update from Manager Workforce, Manager Workspace Teams calendar, Manager mobile, or the AI agent. Lunch breaks are indicated on the calendar with a fork and knife icon. If more than one break is scheduled during a task, a fraction on the break indicator shows breaks taken vs. scheduled. An X shows on the break indicator if a technician misses a scheduled break.

Team calendar features

The calendar header includes buttons to:

  • Search for agents.
  • Switch between views.
  • Move backward or forward in time.
  • Select a specific date or date range, or click Today to return to the current date.

Custom options

Users can personalize the calendar by:

  • Setting default groups and a default starting view.

  • Using resource filters to display specific agents or skills.

  • Customizing which events appear on the calendar.

  • Creating personal events.

    The right-side panel provides quick access to:

    • A summary of details for a selected task or resource.
    • Resource filters for targeted views.

Visibility

Based on group visibility permissions, agents can view their group members and their schedules. Administrators can Configure Workforce to:

  • Customize the team calendar.
  • Set system properties for group and territory views.
  • Increase visibility for better coordination.
  • Allow users to switch between assignment group and territory views.
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