Creating Make Ready Tasks
Any admin can create schedule and assign a make ready task.
When Creating a make-ready task, there are options.
- Assign
- Schedule
- Assign and Schedule
Creating a Make-Ready Task
Go to the Make Ready Board by selecting "Make Ready" in the left sidebar.
Scheduling a Make-Ready Task
To schedule a make-ready task:
- Click on any task box
- Click on "schedule" and select a date
The scheduled date for this task is now in the box. Update per info provided.
To schedule multiple tasks at once:
- Click on one of the boxes you would like to schedule and place the checkmark in the box.
- Select all the tasks you want to schedule, by checking them off.
- Hit "Schedule" on the top right above the Make ready Board.
- Now select a date for all these tasks in one shot.
Assigning a Make-Ready Task
To assign a task, you:
- Click on the scheduled date in the task box
- Select the technician, vendor, or admin you want to assign the task to. (See here how to add a vendor)
If someone assigns a task, the picture of the technician or the vendor logo will appear in the task box.
If a technician is assigned the task, it appears in purple under "Assigned to me" in the Technician App.
Editing a Make-Ready Task
To modify an existing task, click the task box and open the pop-up. You will be able to edit it.