Sections in this article:
Overview
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.
Setting up
From Manager > Price lists & Workflow templates > Automatic assignment configuration (1 - 3).
Click “Add automatic assignment” (4) at the bottom.
The only mandatory fields are “Task” and “Default resource to be assigned” or “Default production team to be assigned”.
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).
In the example below, the system will automatically assign Inês Antunes to all English > Portuguese Translation tasks from orders within the Sara Productions customer.
From Sales > Sales dashboard > Orders/Tasks tabs
Click “Apply automatic assignment” at the bottom of the page.
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.
A pop-up confirming the assignment will appear.
If multiple possible Resources and/or Teams are found, the dropdown menu will change to red and flag there are multiple options found. The “Assign” button will be disabled until a resource is selected.
Open the Tasks information page (8) and then “Apply automatic assignment” at the bottom (9).
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.
This can also be applied when creating an order (10). Simply turn “Apply automatic assignment” on (11).
