Quick-Assign selection method in the Assigning Workspace

9 STEPS

1. This tutorial shows how to use the Quick Assign feature in the Assigning Workspace.

This feature is useful for assignors who prefer to click an icon to select an official instead of using the drag-and-drop method on their device.

2. To start, click the arrow next to Assignor Workflow to expand the dropdown.

3. Click Assigning Workspace

4. To expand your view of the workspace, collapse the menu by clicking on the X at the top left of the page.

5. Select the relevant cell to assign by clicking on it.

6. The selected cell is highlighted in green. To select an official using Quick-Assign, click the green arrow next to the relevant official.

7. The official is added to this cell in tentative status.

8. Repeat these steps to complete the crew.

9. Thank you for watching the tutorial on using the Quick-Assign selection method.