Enable Dispatcher Workspace settings

task brazil Updated Sep 10, 2026 8 min read dispatcher-wrkspc-settings.md
Raw file servicenow.com

Determine what is displayed in the Dispatcher Workspace so you only see the information most relevant to your work.

Before you begin

Role required: wm_dispatcher

About this task

Quick settings in Dispatcher Workspace provide access to certain capabilities of Field Service Management while assigning the work order tasks.

Procedure

  1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.

  2. Select the Dispatcher Workspace.

  3. Select the Settings icon ([Omitted image "IconPersonalizeList.png"] Alt text: Settings icon.).

    The options on the Settings dialog box are arranged in a multiple-tabbed layout.

    • The General tab contains options for setting up the general Field Service Management configurations.
    • The Tasks tab contains options for enabling the fields or information to show in the task card.
    • The Calendar tab contains options for enabling the fields or information to show in the calendar.
    • The Resources tab contains options for enabling the fields or information to show in the agent card or calendar view.
    • The Events tab contains options for enabling the fields to show in a calendar event.
    • The Metrics tab contains options for enabling group or agent metrics. Group metrics are displayed in the schedule. Agent metrics are displayed in the contextual side panel.
  4. Fill in the fields on the General tab.

Field

Description

Collapse task panel on initial load

Collapses all the assignment groups or territories on the calendar when Dispatcher Workspace loads.Note: The setting collapse_task_panel_in_init_load must be enabled by an administrator to see this option.

Enable Auto-refresh

Automatically refreshes the agent's calendar when an event such as a meeting, training, time-off request, personal, or an ad hoc work event is created.Note: This option appears only when the Enable Auto-refresh system property is enabled. For more information, see Configure settings for Dispatcher Workspace.

Select the type of group you want to show

Option to choose if you want to see Assignment groups or Dispatch groups when you search in the task panel.

Enable single-select groups / territories

Allows only one assignment group, dispatch group, or territory to load when selecting them in the task panel.

Groups

Enter the default groups to you want selected when you open the Note: If you have the Territory Planning plugin installed, then the Groups tab becomes the Territories tab. Enter the default territories to you want selected when you open the Dispatcher Workspace.

5. Select the **Tasks** tab and fill in the fields.

Field

Description

Scheduled start

Option to display the scheduled start date and start time of the task.

Territory

Option to display the assigned territory. Note: This field appears when the Territory Planning plugin is activated. For more information, see Activate Field Service Territory Planning and Enable the Field Service territory model.

Assignment group

Option to display the assignment group of the task.

Default Location

Option to display the default location of the field service agent.Note: This field appears when the Territory Planning plugin is activated.

Time zone

Shows the time zones tasks are located in on the task card.

Select where you want new tasks to be loaded

Option to select where new tasks should be added to the task list. You must have Enable auto-refresh turned on to use this setting.

Notify me of new tasks before adding them to the list

Option to show a notification at the top of the task list when a new task is added to the task list. You must have Enable auto-refresh turned on to use this setting.

6. Select the **Calendar** tab and fill in the fields.

Field

Description

Show zoom controls

Enables zooming capabilities on the calendar.

Show overtime indicator

Enables overtime indicators on the calendar. Overtime is indicated with a cross pattern on the calendar.

Default calendar view

Default view of Dispatcher Workspace calendar in days, work day, or week.

Default start day of the week

Option to change the calendar start day of the week when in week view.

Default calendar display days

Option to update the number of days per week that show on the Dispatcher Workspace calendar.Note: When this is enabled, a Flexible days option is available to choose when you select Day, Work day, or Week.

Start of day time

Option to choose the hour that the work day starts on.

End of day time

Option to choose the hour that the work day ends on.

Intervals of time to show

The amount of time that each column in the Dispatcher Workspace calendar represents.

Drag and drop unassigned tasks on top of already scheduled tasks on the calendar

Determine how overlapping tasks are assigned. You can also adjust how often the overlapping tasks pop-up window appears.

Show task Window-start on task selection

Option to display the assignment window expiration date and time when a task is selected.

Automatically load resources

Option to load more agents or crews while scrolling down Dispatcher Workspace.

Schedule based on travel start time

Enables tasks assigned from the task panel to start based on an agent's travel time.

Automatically adjust overlapping tasks

Option to reschedule an existing task after a new task is assigned where an existing task is scheduled. When dragging a new task over an existing task, this shifts existing task to the right of the new task.Note: If Field Service Task Bundling plugin is installed, dragging bundles will also shift existing tasks, and existing bundles shift when overlapped.

Select time zones for calendar

Entry to choose which time zones are available from the time zone drop-down on the Schedule and Hybrid views of Dispatcher Workspace. You can choose one or more.Note: This setting isn't available if Enable resource time indicators is on.

Show multiple time zone rows

Enable multiple time zone rows to show on the calendar in Dispatcher Workspace. The time zones available for selection are input in the Select time zones for calendar field. Additional time zones are stacked on top of the default time zone on the calendar.Note: This setting isn't available if Enable resource time indicators is on.

Enable resource time indicators

Shows equalized technician schedules on the calendar. The calendar time indicator is segmented to indicate the different time zones technicians are located in.

Show time label

Shows the time in indicator label on the calendar in Dispatcher Workspace.

7. Select the **Resources** tab and fill in the fields.
**Note:** Disable Available Parts, Matching skills, and Distance to Task to prevent Dispatcher Workspace from reloading each time a new task is selected.

Field

Description

Territory

Option to display the assigned territory. For more information, see Activate Field Service Territory Planning and Enable the Field Service territory model.

Groups

Option to display the dispatch group or assignment group of an agent in the agent card.

Location

Option to display the location of an agent in the agent card.

Available Parts

Option to determine if the parts are available with the agent.

Matching Skills

Option to determine if agent has the matching skills.

Agent Status

Option to determine the status of the agent, such as on site, off shift, and so on.

Schedule Status

Option to determine the schedule status of the agent, such as on time, behind, and so on.

Distance to Task

Option to determine the distance to task locations based on the route taken by the agent.

Time zone

Shows the time zones agents are located in on the agent card.

Distance to Unit

Unit of measurement used when calculating the distance to task locations, either miles or kilometers.

Crew size

The number of members in the crew.

Note: Crews must be enabled to see this setting.

View crew membership by schedule

When enabled, a yellow line shows on the calendar indicating the agent is working with a crew at that time.

Note: Crews must be enabled to see this setting.

Operational Status

Status of the equipment. For example, a bucket truck is Unavailable because there’s maintenance being completed on it. The available values are:

  • Available
  • In Use
  • Unavailable Note: Equipment must be enabled to see this setting.

Category

Name of the category for the equipment.

Note: Equipment must be enabled to see this setting.

8. Select the **Events** tab and fill in the fields.

Field

Description

Short description

Option to display the short description of work order task in the task card.

Number

Option to display the work order task number in the calendar event card.

Show SLA

Option to display the SLA for the tasks that are already assigned and appear on the calendar view.

Show travel time indicator

Option to display the time taken by the agent to reach the task location.

Show travel home time indicator

Option to display the time taken by the agent to return home from the last task of the day.

9. Select the **Metrics** tab and enable the fields.
**Note:** Metrics show N/A if there are no tasks assigned to the agent or assignment group. Assign tasks to agents to see metrics.

Field

Description

Tasks

The number of tasks the agent or group has to complete.

Work time

The total work time of the agent or group.

Travel time

The total travel time of the agent or group.

Utilization

The percentage of work hours that the agent or group has scheduled tasks for. The utilization value is calculated by adding the work time to the travel time and dividing that by the shift time.Note: This Utilization field appears only when the agent has a set schedule.

Productivity

The percentage of work tasks the agent or group has completed for the day. Productivity is calculated by dividing the work time by the shift time.Note: This field appears only when the agent has a set schedule.

10. Select **Save**.
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