Module 3.7 Assigning work to users and teams

By the end of the module, you'll be able to assign appointments and entire job schedules to users and teams from the planner views.


MODULE 3 - WORKERS AND PLANNERS

3.7: Assigning work to users and teams from the planner views

Workers with the Planner permissions can assign work to different users and teams from the planner views in the same way as shown on the job list, by

  • selecting any jobs required.
  • then selecting the assign action in the top right corner to assign or reassign jobs to that user or team.

They will be given the option to change the assignee for all jobs in the schedule for repeating jobs, or just this appointment.


Squeegee Status
2022