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Assign a user or a contractor to tasks

Assign technicians, contractors and the office assignee to a task individually, in bulk, or via the Geo-allocator.

Written by JD

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 assign field users or contractors automatically on a routine task, see Assign field users or contractors to routine maintenance, Assign field users or contractors to routine maintenance.

How to assign a user or a contractor to a task (individual)

A user is a member of your own business, such as an employee or technician. A contractor is external to your business.

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. Branch, and Zone if Zones are enabled in your workspace).

If you do not see any technicians or contractors available for selection, the filters applied to the popup may not match their profile. The filters use the task's branch and, if Zones are enabled in your workspace, its zone. [check with Product: other reasons a technician does not appear in the list, e.g. inactive user, missing Technician role. Click X on each filter to remove it and see the full list of technicians or contractors.

💡 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

  1. On the Details panel, under Responsible Persons, click the pencil (or click + Assign to me to assign yourself).

  2. 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.

  1. Open the Tasks page and select the tasks for assignment.

  2. Click Edit X Tasks.

  3. Scroll down and select the user in the relevant dropdown:

    • Assigned (Technician)

    • Add Supporting Technician

    • Assigned (Office)

    • Assigned (Contractor)

  4. 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.

  1. Open the Tasks page and click Geo-allocator.

  2. Use the filters on the right (e.g., Category, Branch, Zone) to refine the list of visible tasks.

  3. 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.

  4. Selected tasks will appear in the 2. Select tasks from map section below the filters.

  5. Select Primary technician and/or Supporting technician in the dropdown and click Assign.

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