Setup
You will need the following permission in your security group: can update tasks. Click here to learn about security groups and permissions.
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If you see this arrow, click to expand for more information!
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How to assign a user or a contractor to a task
1. Open the task and click UPDATE in the Assignment tile.
1. Open the task and click UPDATE in the Assignment tile.
2. Select Primary technician, Supporting technician and Office assignee, and click Save.
2. Select Primary technician, Supporting technician and Office assignee, and click Save.
Click the Assign technician shortcut button if assigning the primary Technician only.
Click the Assign technician shortcut button if assigning the primary Technician only.
Select a technician in the Assign Technician window and click Assign.
Search by name or filter by branch or service group.
Click the Assign contractor shortcut button if assigning Contractor only.
Click the Assign contractor shortcut button if assigning Contractor only.
Select a contractor in the Assign Contractor window and click Assign.
Search by name or filter by category, skillset, tags or service area.
How to assign a user or a contractor using bulk edit
1. Open the Tasks page, select the tasks for assignment, and click Edit X Tasks.
1. Open the Tasks page, select the tasks for assignment, and click Edit X Tasks.
2. Scroll down and select the user in Assigned (Technician), Add Supporting Technician, Assigned (Office) or Assigned (Contractor) dropdowns. When selected, click Apply Changes.
2. Scroll down and select the user in Assigned (Technician), Add Supporting Technician, Assigned (Office) or Assigned (Contractor) dropdowns. When selected, click Apply Changes.
Clear Assigned Technician is available via Assigned (Technician)
Clear Assigned Technician is available via Assigned (Technician)
Unassign specific supporting technician via Remove Supporting Technician
Unassign specific supporting technician via Remove Supporting Technician
Clear Assigned (Office) is available via Assigned (Office)
Clear Assigned (Office) is available via Assigned (Office)
Clear Assigned (Contractor) is available via Assigned (Contractor)
Clear Assigned (Contractor) is available via Assigned (Contractor)
How to assign a user to a task via Geo-allocator (Primary and Support technician only)
1. Open the Tasks page and click Geo-allocator.
1. Open the Tasks page and click Geo-allocator.
2. Use the filters on the right to refine the list of visible tasks.
2. Use the filters on the right to refine the list of visible tasks.
Available filters for tasks: Category, Tagged, Status, Assigned technician, Allocated round, Due, Cost centre, Subcontractor, Branch, Zone and Service group.
3. Using the Selector widget, place the relevant pins on the map to select the tasks. Double-click on the last pin to secure the shape.
3. Using the Selector widget, place the relevant pins on the map to select the tasks. Double-click on the last pin to secure the shape.
Selected tasks will appear in 2. Select tasks from map section below filters.
4. Select Primary technician and/or Supporting technician in the dropdown and click Assign.
4. Select Primary technician and/or Supporting technician in the dropdown and click Assign.
Video
How to update a user assigned to a task via the Scheduler (Primary and Support technician only)
1. Open the Scheduler
1. Open the Scheduler
2. Select a Task to schedule or an Appointment
2. Select a Task to schedule or an Appointment
To update a Primary Tech
3. Choose your Primary tech under Technicians
3. Choose your Primary tech under Technicians
4. Click Change task technicians... to update your Primary Tech
4. Click Change task technicians... to update your Primary Tech
To update your Supporting Techs
5. Click Change task technicians... to update your Supporting Techs
5. Click Change task technicians... to update your Supporting Techs
Recommended steps
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