Overview
By assigning employees to an order you determine who should work on it. Assigned employees see the order in their dashboard and can track time against it.
Assigning employees
- Open the order
- Click Edit
- In the Employees field, select one or more team members
- Click Save
You can also assign employees directly when creating a new order.
Effects of assignment
- Dashboard: The employee sees the order in their "My day" overview
- Time tracking: The employee can select the order in the timer
- Calendar: The order appears in the employee's calendar
- Journeymen: Journeymen see only orders they've been assigned to
If a journeyman isn't assigned to any order, they'll see an empty dashboard. Make sure all active journeymen are assigned to their orders.
Removing assignment
- Open the order → Edit
- Remove the employee from the selection
- Save
Previously tracked time is preserved even if the assignment is removed.