In FieldEx, teams allow you to group multiple technicians under a shared label such as a department, shift crew, or geographic unit. Planners can assign tasks to the entire team or use smart assignment to distribute tasks to selected members.
This article explains:
How to create and manage technician teams
How to assign tasks to full teams or selected members
When and why team assignments are useful
Creating and Managing Teams
Path: Settings > Users > Teams
Click New or Edit to manage an existing team
In General Details, fill in:
Team Name
Geofence (optional boundary or service area)
Description (e.g., coverage zone, shift, or function)
Under Team Settings, decide whether this team configuration:
Require members to accept or decline tasks
Require check-in/out from task location
Include team manager(s) in Smart Assign suggestions
Add team members and click Save
Assigning Tasks to Teams
Path: Jobs > Open Job > Tasks Tab > Add Task
Option 1: Assign Entire Team
In the Team field, select the relevant team
Click Assign to assign the task to all members
Option 2: Use Smart Assign
In the Team field, select the relevant team
Click Smart Assign to view team members
Decide and select Task Owner
Deselect any members who should not receive this task
Click Assign to confirm
Once assigned, the task appears in each member’s mobile app. The first to accept the task becomes the active assignee.
Tip: Use Smart Assign to tailor team coverage per job that is great for handling urgent calls or location-specific constraints. |
When Team Assignment Makes Sense
Assigning tasks to a team (or a subset) is ideal when:
You manage rotating shifts or geographic teams
You need flexible first-available response
You’re coordinating backup technicians for large-scale jobs
Teams ensure consistent coverage and dispatch flexibility even when individual availability changes.