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Automatic assignment is a quick way to assign a resource or a production team when the criteria match a preset. After setting up, it’s available from task assignment pages, as well as during the order creation.
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Setting up
From Manager > Price lists & Workflow templates > Automatic assignment configuration (1 - 3).
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After filling out the criteria for the automatic assignment (5), choose the production team or resource you want to be automatically assigned (6). Then, click the “Save” icon (7).
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In the example abovebelow, the system will automatically assign Inês Antunes to all English > Portuguese Translation tasks from orders within the Sara Productions customer.
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Applying automatic assignments
From Sales > Sales dashboard > Orders/Tasks
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tabs
Click “Apply automatic assignment” at the bottom of the page.
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This will be applied to all visible tasks in the current page. Change the range to narrow the scope down to the tasks you wish to automatically assign. |
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A pop-up confirming the assignment will appear.
If multiple possible assignments Resources and/or Teams are found, you can select the resource/production team from the respective column.Once finishedthe dropdown menu will change to red and flag there are multiple options found. The “Assign” button will be disabled until a resource is selected.
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After making a selection from the dropdown menu, click “Assign”.
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From Sales > Sales dashboard > Tasks information
Open the Tasks information page (8) and then “Apply automatic assignment” at the bottom (9).
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This will be applied to all visible tasks in the current page. Change the range to narrow the scope down to the tasks you wish to automatically assign. |
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From Sales > Sales dashboard > Add new order
This can also be applied when creating an order (10). Simply turn “Apply automatic assignment” on (11).
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This option can also be enabled by default from Administrator > Web administrator > Configuration > Defaults:
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