Help › Planning the work

How do I assign work to someone?

For owners and office staff

You can assign a whole work order, or just one task in it. Each person gets an email (and a text, if texts are on).

1. Whole work order: use Assigned to at the top of the work order.
2. Single tasks: open Assign task… on that line and tick the people. You can tick more than one.
3. Or on the Today tab, click a task and tick names under Assigned to.

Tip: Assigned tasks show first on that person’s phone with their name tag.

More in “Planning the work”

• How do I create a work order?
• How do I build a checklist?
• How do I make a work order repeat?
• How do I copy a work order, a day or a week?
• How do I save a work order as a template?
• How do I import from a spreadsheet?

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