Example - configure dynamic scheduling to assign preferred technicians to tasks

task brazil Updated Sep 10, 2026 1 min read excluded-preferred-agents.md
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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

  4. Select Update.

Related topics

Set technician preferences for tasks

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