Frontline Portal - Task assignments

Updated by Leigh Hutchens

This article holds particular significance for individuals associated with a store or group that involves multiple users. If, however, you find yourself as the sole user within your store or group or if you utilize a single shared store account, task assignment is automatically handled.

Assigning a Task to yourself

If a task is sent to your store/group, then anyone in your store/group can pick the task up to complete it. 

Click on Start task to assign the task to yourself and get started.

Hint: If you are the only user in your store (or you're using a shared store account), then the task will be automatically assigned to you and cannot be unassigned.

The task will be moved to In progress and will be visible in the Assigned to me section of your dashboard.

Hint: If a store task has been assigned to another user, then any other user in that store can reassign the task to themselves to continue with the task. Note that if a task has been sent directly to a user, then it cannot be reassigned - that user must do the task.

Assigning a Task to someone else in your store/group

If you'd rather assign a task to someone else, then select Forward, and you will be able to assign it to one of your colleagues.

You'll be prompted to select the people you'd like to assign the task to. Then click Save.

You'll be taken back to the Task Breakdown page.

Click Send.

Unassigning a Task

If you've taken on a task but haven't completed it and now want to unassign it from yourself, open the task and choose the Unassign option. This will make the task available for other users in your store/group to pick up!

If a task is assigned to you, then only you can unassign the task from yourself.

Reassigning a task to yourself

If you decide you want to take on a task you've previously unassigned, you can reassign it to yourself.

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