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Assign users to tasks

Assign one or more users to a task to send them a mobile push notification.

Eve avatar
Written by Eve
Updated over a month ago

In order for user time to be recorded on a task, a user must first have been assigned to that task. Users can also self-assign.

Assigning users will cause:

  • A push notification to be sent to the user via the Maintainly mobile app (if the user has enabled this option);

  • An email to be sent to the user (unless the user has disabled this option);

  • The task to display in the user's My Tasks list (which can be filtered to using the advanced filter)

  • The user to be included when filtering the task list (using the advanced filter) using the "Involves..." filter option.

To assign users to a task from the task list view:

  1. From the task list view, use the advanced filter to isolate the tasks that are to be assigned;

  2. Check the box to the left of the tasks that are to be assigned;

  3. Click Assign in the shortcuts bar;

  4. Check the box next to the users that are to be assigned;

  5. Click Confirm.

NOTE: Assigned users will be sent a mobile push notification and the task will be listed in their My Task list (available in the advanced filter)

To assign users from within a task:

  1. From within a task, navigate to the Technicians tab;

  2. Click Assign;

  3. Filter to and then select the user to be assigned, or check the box next to multiple users that are to be assigned;

  4. Click Confirm;

NOTE: Assigned users will be sent a mobile push notification and the task will be listed in their My Task list (available in the advanced filter)

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