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Assign tasks (v6)

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Fiix Documentation Team

  • Updated

Before you begin

You can also follow these steps to reassign tasks that have already been assigned to a different user or user group.

Version: v6 (what does this mean?)
Plans: All plans

Tasks can be assigned to a user (where that user is responsible for completing the task) or to a user group (where any users in that group can complete the task).

To assign tasks:

  1. If the work order you want to assign a task in isn't already open, click it in the work order list (in Maintenance > Work Orders).
  2. Click the Tasks tab.
  3. To assign a single task:
    1. In the Actions column for the task you want to assign, click the ellipses button.
    2. In the actions list, click Assign:
      Assign button
    3. Click the user or user group you want to assign the task to.
    4. Click Save.
  4. To assign multiple tasks at once:
    1. Select the checkboxes next to the tasks you want to assign (or select the checkbox at the top of the list to assign all of the tasks):Selected checkboxes
    2. In the Actions drop-down list, click Assign:
      Bulk Assign button
    3. Select the user or user group you want to assign the tasks to.
    4. Click Save.

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