Learn about different ways to view tasks in the Scheduled state​.

Before you begin

A Work order task is moved to the Scheduled state only when all the following conditions are met:
  • The Use scheduled state property is enabled​
  • The Assigned to field isn’t empty​
  • The Assigned to or Expected start field changes, and the Expected start value is beyond the threshold (12 hours by default) from the current time​
Exceptions for the Scheduled state flow
  • Contractor tasks won’t be in the Scheduled state.
  • When an agent time-off event is created and overlaps with the work order task, the task is moved to Pending dispatch. Similarly, for crew tasks, when the leader has a time-off event overlapping with the task time, the task is moved to Pending dispatch.​
  • If all child work order tasks of the work order are in the Scheduled state, the work order is moved to Scheduled automatically.
  • When dynamic scheduling is enabled, auto-assign isn’t available for scheduled tasks. Scheduled tasks are considered for reassignment or unassignment​.
  • Scheduled tasks appear as blocked time when intelligent task recommendation considers technician availability.​

Role required: wm_dispatcher, wm_admin, and wm_agent

Procedure

  1. You can view tasks in the Scheduled state in one of the following roles​.
    rolesteps
    wm_dispatcher
    1. Navigate to Field Service > Dispatching > My Scheduled Tasks.
    2. View the list of scheduled tasks in the dispatcher group.
    wm_admin
    1. Navigate to Field Service > Dispatching > Scheduled Tasks.
    2. View the list of all scheduled tasks.
    wm_agent
    1. Log in to the mobile application.
    2. Tasks in the Scheduled state can be viewed in
      • My Group Tasks applet
      • Sibling Work Order Tasks related list on the WO screen
      • Work Order Tasks related list on the WO screen
      • Upcoming Work Orders related list on the Asset screen​
  2. Move scheduled work order tasks to the Assigned state using one of the methods.
    Method Steps
    Manually move from Scheduled to Assigned
    1. Open a scheduled work order task in the form or list view.
    2. Select the Confirm Assignment button.
    3. Select Save.
    ​
    Automatically move from Scheduled to Assigned
    1. Navigate to Field Service > Administration > Scheduled Task Assignment confirmation.
    2. To move all scheduled tasks to Assigned automatically, check the Active check box​.

      It runs every hour by default to move the tasks within the threshold from Scheduled to Assigned​. To modify the frequency, admins can update the value of the Repeat Interval field.