Overview
This workflow lets you prepare selected work items for assignment using Quick Edit, setting the date and time, and choosing the required status.
Before You Start
You need access to the work items you want to update. Have the required date, time, and status ready.
How to Assign Work to Team Members
- Select Jobs from the left navigation menu.
- Use the checkboxes to select the jobs you want to assign.
- Click the pencil icon to Quick Edit the selected jobs.
- Select the required date and time.
- Choose the required job status, such as dispatched.
- Click OK to complete the update.
Tips and Things to Know
- Use the checkboxes to select the jobs you want to update.
- Quick Edit is opened with the pencil icon.
- Make sure the date and time are selected before confirming.
- Choose the appropriate job status before clicking OK.
Frequently asked questions
Yes. Use the checkboxes to select the jobs you want to update.
Click the pencil icon to open Quick Edit.
Select the status required for the job, such as dispatched.