Overview
In the height of operations seasons, we frequently hear from our growers wondering about the quickest way to create Work Orders for their team in bulk.
There are a couple different ways you can assign multiple Work Orders at one time in Traction Enterprise. Our simplest and most popular method will be to use Task Manager, which we will cover below.
Requirements
In order to assign Work Orders on Task Manager, you will first need:
- Crop Plans created on Operations>Plans>Crop Plans
- Plans assigned to fields on Operations>Plans>Field Plans
- All operators added in Setup>People
Process
To begin using Task Manager, navigate to Operations>Task Manager. You'll first see a page that lists out all current Tasks.
- Click the 'Details' button on the Task for which you would like to send out Work Orders.
- In the top status bar, click 'Unassigned' to view only the fields that do not have Work Orders for this Task yet.
- Select the fields which you would like to assign using the checkbox next to the field name.
- Click 'Assign' in the lower right corner of the page.
- Give your Work Order a name, choose your Assignee(s), then click 'Save & Close'.
Each of the operators you selected will now receive a Work Order for this task.
Related Articles:
Getting Started: Managing Tasks
How do I change or merge a Field Plan?