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Using the top navigation bar, click Servicing → Tasks.
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On the Tasks page, click Tools near the top left of the page and then Resource allocator.
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Use the filters on the right to tailor your allocation and nominate Tasks with appropriate Service Groups for each technician. Create a polygon.
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Assign the Tasks to a technician and/or an existing round by selecting this information from the drop down fields listed on the right.
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If not creating a new round, click ‘Assign’.
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To create a new round, enter the desired name into the ‘New round name’ field and click ‘Create & Assign’ on the bottom right. Remember to select a technician from the drop down list before clicking ‘Create & Assign’ if necessary.