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Assigning schedule tasks

How to assign items in your schedule to companies on your project directory

Gilad Goldman avatar
Written by Gilad Goldman
Updated over 2 weeks ago

Step 1: Navigate to your schedule

Open the project and select the Scheduling module from the left navigation menu.

Step 2: Locate the task you want to assign

Browse through your schedule to find the specific task you want to assign to a subcontractor.

Step 3: Access the assignee options

Click on the assignee button for the task you want to assign, then select "Edit".

Step 4: Select a subcontractor

In the assignee dialog:

  1. Select "Add company from your directory"

  2. Choose the appropriate subcontractor from your list

  3. The confirmation status will default to "Task not confirmed"

  4. Click "Save" to apply the assignment

Step 5: Review and notify the subcontractor

After saving the assignment:

  1. Review the changes you've made

  2. You'll be given the option to notify the selected subcontractor about the task assignment

  3. Click "Notify subcontractor" to send them an email notification

Subcontractor confirmation process

When you notify a subcontractor of a task assignment, they will:

  1. Receive an email notification about the assigned task

  2. The email will include details about the task, including dates and requirements

  3. The email contains a button they can click to confirm whether they can attend the site and complete the work by the specified deadline

Monitoring confirmation status

You can monitor which tasks have been confirmed by subcontractors:

  1. Tasks that are still awaiting confirmation will display "Task not confirmed"

  2. Once a subcontractor has confirmed, the status will update to "Task confirmed"

  3. If a subcontractor indicates they cannot complete the task as scheduled, you'll receive a notification

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