Manually assigning or reassigning tasks helps brokers stay in control of who’s doing what. It’s easy to make changes when plans shift, so you can keep work balanced and moving forward. Whether you’re giving someone a new task or changing who’s in charge of one, this makes sure the right people are always handling the right jobs.
Contents
Prerequisites
Know how to create a task.
Assigning a task to a person
Option 1 - Change an assignee on the Tasks page.
Open the Tasks page.
Locate a task.
Hover the mouse next to the assignee's name (or the blank field in the Assignee column).
Click the pencil icon.
Select a name on the drop-down menu. BrokerEngine adds the new assignee to the task.
Option 2 - Change the assignee on the side panel.
Open the Tasks page.
Click a task name. The side panel displays.
Click the Assignee field
Select a name on the drop-down menu. BrokerEngine adds the new assignee to the task.
Assigning a task to yourself
Open the Tasks page.
Locate a task.
Click the three-dot icon.
Select Assign to Me.
Assigning multiple tasks at once
Open the Tasks page.
Select tasks by checking the boxes. To select all visible tasks, tick the checkbox in the column heading row.
Go to the top of the page and click the Change button.
Select Assignee.
Select a name on the popup window and click Assign. BrokerEngine assigns the name to all of the selected tasks.
