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To be able to assign a resource to tasks, you must follow all the following steps:

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

  1. Languages (source and target) he can do (Fig 1)

  2. Task types he can do (Fig 2)

  3. Order types he can do (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.

  • Make sure the “Cannot be assigned” switch is switched off

  • Make sure the “Resource active” switch is switched on.

When this switch is off, the resource cannot be assigned to tasks, even if his resource skills are set:

Without setting these skills, the resource cannot be assigned to any task.

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