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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
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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
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