Example - configure dynamic scheduling to assign preferred technicians to tasks
task brazil Updated Sep 10, 2026 1 min read excluded-preferred-agents.md
Automatically assign preferred Field Service agents to work order tasks so the correct technician is assigned to the task. If a Field Service agent isn't a good fit for a task, you can also exclude them.
Before you begin
Role required: wm_dispatcher, wm_manager, wm_admin
Procedure
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Navigate to All > Dynamic Scheduling Administration > Configuration.
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Select Work OrderTask Dynamic Scheduling Config.
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On the Task Filters tab, add the Prioritize preferred and secondary technicians and Rank preferred and secondary technicians criterion to the task filters.
For information on adding criteria to a task filter, see Create a task filter for dynamic scheduling
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Select Update.
Related topics
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---
title: Example - configure dynamic scheduling to assign preferred technicians to tasks
description: Automatically assign preferred Field Service agents to work order tasks so the correct technician is assigned to the task. If a Field Service agent isn't a good fit for a task, you can also exclude them.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/field-service-scheduling/excluded-preferred-agents.html
release: brazil
product: Field Service Scheduling
classification: field-service-scheduling
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Dynamic Scheduling, Setting up a Field Service scheduling method, Configure, Field Service Management]
---
# Example - configure dynamic scheduling to assign preferred technicians to tasks
Automatically assign preferred Field Service agents to work order tasks so the correct technician is assigned to the task. If a Field Service agent isn't a good fit for a task, you can also exclude them.
## Before you begin
Role required: wm\_dispatcher, wm\_manager, wm\_admin
## Procedure
1. Navigate to **All** > **Dynamic Scheduling Administration** > **Configuration**.
2. Select **Work OrderTask Dynamic Scheduling Config**.
3. On the **Task Filters** tab, add the **Prioritize preferred and secondary technicians** and **Rank preferred and secondary technicians** criterion to the task filters.
For information on adding criteria to a task filter, see [Create a task filter for dynamic scheduling](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/create-dynamic-scheduling-config.md)
4. Select **Update**.
**Related topics**
[Set technician preferences for tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/work-order-management/assign-preferred-agents-tasks.md)
| title | Example - configure dynamic scheduling to assign preferred technicians to tasks |
| description | Automatically assign preferred Field Service agents to work order tasks so the correct technician is assigned to the task. If a Field Service agent isn't a good fit for a task, you can also exclude them. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/field-service-management/field-service-scheduling/excluded-preferred-agents.html |
| release | brazil |
| product | Field Service Scheduling |
| classification | field-service-scheduling |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Dynamic SchedulingSetting up a Field Service scheduling methodConfigureField Service Management |