How To: Find Assignee

Finding an assignee allows you to quickly assign jobs to your team members in HelloTracks. You can do this from the Dispatch menu.

Step 1: Go to the Dispatch menu and select All Jobs.

Step 2: Select the date you want to find an assignee for the Job.

Step 3: Choose one of three ways to find and assign a Job:

Method 1: Drag to Assign

Drag the Job directly to the team member's name on the dispatch board.

Method 2: Use the Assign to Bar

1. Click on the specific Job you want to assign.

2. In the "Assign to" bar that appears at the top, select the desired team member.

3. Click Assign.

Method 3: Use the 'Find Assignee' Option

1. Choose the Job you want to assign and click the corresponding 'Find Assignee' button.

2. Select the team member and click Assign.

2. Click Save.