You can use the Rental Management service plan board to assign work order tasks to staff who are available and have the right skills.
The page shows the tasks that need scheduling and the available resources that meet the requirement criteria.
To select 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. |
| Related to | Notes |
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Plan resources and locations |
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