Once you have set up your installation tasks, and your Installation Team has been defined, you can assign the tasks to your field techs.

To assign tasks to your Install Team, open the project, and go to Install>Tasks. This will open up a list of tasks and steps that have been created for this project.

Click the Edit icon to open the "Update Task" window where you can edit, assign, or schedule the task.

All users with the "Perform Tasks" permission who have been added to your Installation Team will be available to select in the Assignment dropdown menu. You can click on one or more names, or click Select All to include the entire team.

You can also set the date and time for the scheduled task (or click "All Day" if this is an all day task). Once the task assignments have been set, click Save.

For more information on the Install platform, feel free to ping us in the support chat.