Builder: What is Outtake Management?

What is Outtake Management?

Outtake Management is how a Builder can bulk assign multiple Tasks and Task types within a Community to a Builder Super or Builder Scheduler. 

You can also bulk assign Tasks within a Community to Trade Accounts or your own Builder Account. 

Why is Outtake Management Useful?

Builder Outtake Management saves time by assigning multiple Tasks to selected individuals or multiple Tasks within a Community.

If a specific user or Trade Account is continuously responsible for Tasks within a Community, you can set a rule for every new Job created within that Community so that the user or Trade Account will automatically be assigned to that Task.

How to use Outtake Management

Builder Outtake Management is currently only available in the desktop application.

1. Click "Communities" in the desktop menu.

2. Click on the Community name you are looking to assign Tasks within.

3. Click on the Manage Outtake tab, this will take you to the Outtake Management page.

   

4. Select the pertinent tab for the correct assignment:

   1. Account

   2. Super

   3. Scheduler

5. Select all Tasks that you wish to assign by clicking on the checkbox next to the task name.

6. Click on the Assign Tasks button, this will trigger a pop-up window

7. Search and select a user or account from the dropdown list (depending on the tab you are at)

8. Click on the Assign button to bulk assign the selected tasks to the selected user

9. A confirmation message will appear once you have successfully bulk-assigned tasks to a user or account

You can filter tasks by task type at the top right of the screen

How to Set a Rule in Outtake Management

You can set a rule to automatically assign a task to the same user or account every time a Job is created.

Web Portal:

1. Click on the Communities option in the sidebar of the web portal

2. Click on the Community name you are looking to assign tasks within

3. Click on the Manage Outtake option, this will take you to the Outtake Management sub-section

4. Select the pertinent tab for the correct assignment:

   1. Account

   2. Super

   3. Scheduler

5. Click on the Task Type filter option

6. Select all Task Types that you wish to assign by clicking on the checkbox next to the task name, this will trigger a pop-up window

7. Click on the Assign Tasks button

8. Search and select a user or account from the dropdown list (depending on the tab you are at)

9. Select either assign to all Jobs or select specific Jobs

10. Create a rule for future Jobs by selecting Yes, create Rule Apply to Future Jobs

11. Click on the Assign button to bulk assign the selected tasks to the selected user or account and also create a rule for future jobs

12. A confirmation message will appear once you have successfully bulk-assigned tasks to a user or account

13. You can view the rule created under the Rule column for each Task Type

How to Remove a Rule in Outtake Management

Web Portal:

1. Click on the Manage Outtake option present on each Community details view, this will take you to the Outtake Management sub-section

2. Select the pertinent tab for the correct assignment:

   1. Account

   2. Super

   3. Scheduler

3. Click on the Task Type filter option

4. Locate the rule you wish to remove within the Rule column

5. Click the three dots option located at the far right of the row

6. Click the Remove Rule option

7. Confirm the Rule removal by clicking Yes, Remove Rule from the pop-up window

8. A confirmation message will appear once you have successfully removed the task’s rule

9. A No Rule Set message will be displayed under the Rule column