Setup
To assign or update users on tasks, you will need the following permission in your security group: can update tasks. Learn more about permissions and security groups.
To avoid having to assign contractors or technicians every time for the routine task, Assign field users or contractors to routine maintenance.
How to assign a user or a contractor to a task (individual)
Assign a technician or contractor
1. In the Schedule card, under Assign field staff, click + Technician or + Contractor. To change an existing assignment, click Edit next to the assigned person.
2. Select technicians or contractors in the popup window and click Save
When viewing the list of technicians or contractors in the pop-up window, the system automatically applies filters based on the task and property location (e.g. Zone and Branch).
If you do not see any technicians or contractors available for selection, it is because their user profile does not match the zones or branches automatically applied by the filter. Click X on each filter to remove it and see the full list of technicians or contractors.
đĄ Tip: If you frequently need to assign work outside of designated zones or branches, consider reviewing and updating your user profiles to include the appropriate zones and branches. Learn more about Zones and Branches.
Assign the office assignee
On the Details panel, under Responsible Persons, click the pencil (or click + Assign to me to assign yourself).
In the Update Responsible Persons pop-up, select the Office assignee and click Save.
How to Assign a User or a Contractor Using Bulk Edit
Bulk editing is the fastest way to assign the same user or contractor to multiple tasks at once.
Open the Tasks page and select the tasks for assignment.
Click Edit X Tasks.
Scroll down and select the user in the relevant dropdown:
Assigned (Technician)
Add Supporting Technician
Assigned (Office)
Assigned (Contractor)
When selected, click Apply Changes.
How to clear Assignments in Bulk
You can also clear assignments using the bulk edit feature:
Clear Assigned Technician is available via the Assigned (Technician) dropdown.
Clear Assigned (Office) is available via the Assigned (Office) dropdown.
Clear Assigned (Contractor) is available via the Assigned (Contractor) dropdown.
Unassign a specific supporting technician via Remove Supporting Technician.
How to Assign a User to a Task via Geo-allocator (Primary and Support Technician Only)
The Geo-allocator allows you to assign tasks based on geographic location.
Open the Tasks page and click Geo-allocator.
Use the filters on the right (e.g., Category, Branch, Zone) to refine the list of visible tasks.
Using the Selector widget, place pins on the map to select the tasks you want to assign. Double-click on the last pin to secure the shape.
Selected tasks will appear in the 2. Select tasks from map section below the filters.
Select Primary technician and/or Supporting technician in the dropdown and click Assign.