You can use the DynaRentD365 Service plan board scheduling tool to assign work orders’ tasks to staff who have the availability and the appropriate skill set. 

It displays the tasks for scheduling and the available resources that meet the criteria on the requirement.

Removing the capability filter from the 'Assign resource' form allows the Supervisor to select any resource from the list.


Standard procedure

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.

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