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Add agents to the work plan

Series: Add a work plan

Previous suggested step: Set up shift activities

Next suggested step: Validate and save the work plan

Note: If you recently added an agent to a queue, you may be unable to create a valid work plan that uses the agent or queue for up to 4 hours.

To add agents to the work plan, click the Agents tab and perform these steps:

  1. Click Add. The Add Agents dialog box opens.
  2. In the Available Agents column, do one of the following:
    • Scroll through the list and click the + button next to each agent you want to add.
    • In the Filter Items box, type a few letters of the agent you want to add and then select it from the list
    • To add all available agents to the work plan, click the Add All button.
    • To remove all agents from the work plan, click the Remove All button.
  3. Click OK.