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To be able to assign a resource to tasks, make sure all the following attributes are correctly set:

  1. Set the resources skills for task assignment. This will determine to which tasks this resource can be assigned.

From: Manager > Rolodex tables > Resources > Magnifying glass > Skills for task assignment:

  • Languages (source and target) he can do the resource can be assigned to (Fig 1)

  • Task types he can do the resource can be assigned to (Fig 2)

  • Order types he can do the resource can be assigned to (Fig 3)

Once the resources skills are set, only relevant resources will be displayed in the resource pull-down menu when assigning resources to tasks.

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