> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign Technician - Manage Calendar

> Automatically assign tickets while honoring technician calendar events and availability

## Overview

Assign tickets to the best available technician while respecting calendar events like PTO, meetings, and on-call rotations.

<Info>
  This is a Triggered workflow that runs when tickets meet your assignment criteria.
</Info>

## How it works

* Checks technician calendars for conflicts and availability windows
* Balances workload across the eligible pool
* Chooses the best match and assigns the ticket

## Setup

<Steps>
  <Step title="Create the workflow">
    Name it "Assign Technician - Manage Calendar" and set the type to Triggered.
  </Step>

  <Step title="Configure filters">
    Select boards/queues and conditions where automatic assignment is appropriate.
  </Step>

  <Step title="Add Dispatch Ticket">
    Pick a technician pool. Enable calendar awareness and set a reasonable workload threshold (e.g., 3–5 active tickets).
  </Step>

  <Step title="Add Ticket Note and Assign Ticket">
    Document the decision (calendar-aware assignment) and complete the assignment.
  </Step>
</Steps>

## Best practices

* Keep calendars accurate (PTO, training, recurring meetings)
* Define backup pools for busy periods
* Exclude high-sensitivity tickets if human review is needed