Before you begin
Version: v5 (what does this mean?)
Plans: All plans
Assigning a task works similarly to assigning a work order. You can either assign a task to an individual user or to a user group. When you assign a task, the user you select (or the users in the user group you selected) receives an email notification that the task has been assigned to them.
The assignee for tasks and the work order they belong to are separate. This means that a user assigned to a task doesn't have to be the same user assigned to the work order.
To assign a task:
- Navigate to the work order you want to assign a task for in Maintenance > Work Orders.
- Click the Labor Tasks tab:
- Click the task that you want to edit from the list:
- Click Edit:
- Either type in the Assigned to User field to search for a user, or select the downward arrow to select from the list:
- Click OK.
- Click Save in the top menu bar.