Assigning Work to Users and Teams

In this tutorial you will see how to assign work from several different tabs in Squeegee.

Alice
|
11 steps
|
49 seconds

Sqg

In any of the planners, you can assign work to different users, for this example I will be assigning from the work planner. You can either select the jobs individually by clicking on the colourful numbers running down the side of the jobs, or you can select all the jobs in bulk by clicking the two blue ticks at the top of the list.

Once you have selected which jobs you would like to assign, you will need to click on the green person icon in the top right corner, this action panel will appear once jobs have been selected.

It will then pop up with a list of users/teams that you can assign the work to. Once you have selected the assignee, click 'Save'.

Now you can decide whether the jobs selected will be updated for all the appointments in that schedule, or just the next appointment.

You can also assign from the 'Rounds' tab. Click into the round that you would like to edit.

Again you can either select the jobs individually, or select all jobs by clicking the two ticks at the top of the list.

Click the green person icon again and select an assignee. Make sure you click 'Save' once you are happy.

You can choose whether this will update all jobs or just the next appointment.

For 'Admins' and 'Job Editors', you will be able to filter by assignee in the planners to view the work of each user.

You can also view the jobs assigned to the different teams by clicking on the multiple people icon and filtering through there.

You can do the same filtering in the 'Overview' tab.