How Do I Assign a Work Order to an Employee in Task Dispatch?

This section describes the process of assigning a task to system users using the Task Dispatch dashboard.

To assign a task to a user:

1. Click Go To > Tasks > Task Dispatch.
2. (Optional) To refine the dashboard view, use the provided search fields and click APPLY FILTERS.
   
   
   
   
3. From the Dispatch panel, left click on a task card and then drag it to the row of the new assignee.

Note: Users cannot be assigned tasks outside of their building association. Ineligible users are grayed out until the task card has been unselected or dropped into an eligible user’s assignment row.

4. (Optional) Use the side scroll arrows  to access the full list of task cards.