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Assigning Work

Watch the Video Tutorial:

How to Assign Work

  1. On the Mobile Dashboard, tap Unassigned Work Orders.
  2. On the Unassigned Work Orders screen, locate the work order you want to assign out and tap to open it.
  1. On the Work Order screen, tap the Assign Someone panel to open the assignment screen.
  2. Tap the name of a staff member to assign them. A checkmark appears beside the names of assigned staff.
  3. If you are assigning the work order to a team, tap the Team tab and select and select a team from the list.
  4. Tap Done to save assignments and return to the work order. The Assign Someone panel now shows the new assignment. *Note: To assign multiple staff to the same work order, tap more than one staff member before clicking Done.

 

How to Assign a Work from a Team

If you are a member of a Team in TheWorxHub, you can assign work that is assigned to your team to yourself.

  1. On the Mobile Dashboard, tap Just My Work/ My Teams.
  2. Tap the menu icon ( ) on the work order and then tap Assign Me. *Note: You may need to scroll past work that is already assigned to you in order to reach the work orders assigned to your team.

Or

  1. Tap on the work order that you would like to assign.
  2. Tap on ___Team Assigned
  3. Tap Assign Me.