Assign internal tasks to operators

In order to schedule any job, internal task or any action we want an operator to perform we will use our agenda.

On the top left we have our agenda and on the right the sign.

We click on the sign and we will have two options.

• PERSONAL TASK

• COMERCIAL TASK

Select PERSONAL TASK and give it a description. Once created we will see it reflected under our calendar, if we click on it we can edit it and change it:

• Description

• The status of the task

• To whom it is assigned

• Schedule this task (change days, times)

  • Change the type of work (from staff to internal and vice versa)

• Add checklists

• Work parts

• Resources

• Comments

Commercial tasks go hand in hand, in this case we can assign this task to a contact from our list.