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Is there a way to assign my users to Field Service Tasks based on specific skills that the task requires?


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Autor Najlepsza odpowiedź

Yes, there is a way. We can do it using the following steps:

1. Create an Employee for that User and add the Skills that that employee has.


2. On your Field Service Tasks, click on the Assignee field and click on Search More.



3. Use a Custom Filter, filter for Skills => Contains => type the name of the skill that you are looking for.



4. You can also save that filter for ease of use in the future.



5. After that, the employees that have that skill will be filtered out and you can select them.


6. You can also search for the tasks that have employees with certain skills assigned to them.


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