You can use the Rental Management service plan board to assign work order tasks to staff who are available and qualified.
The board displays the tasks to schedule and shows the resources that match the requirements.
To assign any resource, remove the capability filter from the Assign resource page.
| 1. | Go to Work order project planning > Planning > Service plan board. |
| 2. | Select the icon in the beginning of the task from the Service plan board data section |
| 3. | Use your mouse to drag-and-drop the selected task to the resource from the resource list. |
| 4. | Paste the task to the required date and time |
| 5. | Close the page. |
