FSM Schedule Board Task Date and Assignment Changes
Dispatchers can change task dates, times, and assignments through the Schedule Board. The result depends on the drag mode, the task's assignments, and its editing and booking conditions. For the feature context in Field Service Management (FSM), see FSM Service Scheduling and Assignment.
For the conditions that determine which tasks and assignment targets can be edited, see FSM Schedule Board Visibility and Editing Eligibility.
Date and Time Changes and Confirmed Bookings
An ordinary drag changes the task's date and can change the resource row. The drag normally retains the existing clock time. Other drag modes move the scheduled time or adjust the start or end. The standard editing step is 15 minutes. During Board date/time editing, CRM tasks are constrained to one day. Project tasks can span days.
For a CRM task with a confirmed booking, the Board prevents drag changes to its scheduled dates and times. An otherwise eligible task can still have its assignment changed. Booking confirmation and task status are separate conditions.
The selected Board time zone affects the displayed schedule and the interpretation of a drag position. Time-zone sourcing and synchronization belong to FSM Service Time Zone Sourcing and Synchronization.
Primary Assignees and Teams
A CRM task has a primary assignee and can also have a Field Service Task Team. The Board shows the task against its associated resources. Assignment dragging can change the primary assignee or a team member. Team drag mode can add, move, or remove secondary assignees. The result depends on which assignment is dragged and the selected mode.
A project task uses its resource-assignment list. Its assignments do not represent the CRM task primary-assignee and Field Service Task Team fields.
Dragging work from the assigned or unassigned panels onto a Board resource row can change assignments. A normal drag onto the Unassigned panel clears the task's primary and secondary assignments. Team drag mode can remove a member without changing other assignments. Removing assignments does not delete the underlying task or remove its scheduled dates.
Multiple and Linked Tasks
The Board supports selecting and changing more than one editable task. The mapped event property link supplies a shared value for linked focus and selection. In the standard CRM task mapping, this value is the case number. Focusing a task also focuses other visible tasks with the same nonempty link value. Selecting an editable task also selects the other visible, editable tasks with that value. Tasks outside the current filtered view are not included by that linked selection.
The CRM task nested search described in Board Searches and Request Tags loads additional tasks on related cases. The retrieval and the link mapping serve separate purposes. The search determines which related records are loaded. The link mapping groups visible records for focus and selection. The standard project task, employee non working day, and resource allocation mappings do not provide this case-link value. The project task nested search instead preserves complete assignment data.
Setting the CRM task's mapped link to false disables its automatic linked focus and selection. Removing the CRM case-expansion search as well restricts retrieval to the retained direct resource/date/subsidiary criteria. Neither change removes the task's case relationship or the record hyperlinks displayed in task information. See Turning Off FSM Schedule Board CRM Task Linking and Case Expansion for the example.
Individual linked tasks can be selected separately using the selection controls. Manual multiple-task selection remains available when automatic linking is disabled. A combined drag still applies each task's own editing and booking conditions. It does not make every selected task accept the same change.