Trade: How do Task Assignments work?

Article detailing how Task Assignments work in the TradeTrax platform

Trade Supers and Schedulers designate responsibility for a Task.

You can assign a Trade Super and a Trade Scheduler to each Task.  Alternatively, you can assign a Trade Area Manager to a Community.

Once a user is assigned one of these roles, they will automatically be eligible to receive Notifications for those Tasks.

NOTE: Only Regular users can be assigned as Trade Supers/Schedulers and Area Managers. Installers are not eligible for this assignment.

How to assign Trade Supers/Schedulers to a Task

Web Portal:

1. Navigate to the details view of the Task that needs a Trade Super and/or Scheduler assignment

2. Scroll down to the Trade Super and Trade Scheduler fields

3. Click on the Choose Super or Choose Scheduler dropdowns to access a list of users within your Trade Account

4. Select a user from the list

5. The names of the selected user will be displayed in the same fields

NOTE: Trade Super/Scheduler assignment is only available on the web portal currently.

How to remove Trade Supers/Schedulers from a Task

1. Navigate to the details view of the Task that needs a Trade Super and/or Scheduler assignment

2. Scroll down to the Trade Super and Trade Scheduler fields

3. Click on the X option adjacent to the right of the user name already assigned

4. Click outside the field (or you may select another user if you need)

5. The Trade Super and the Trade Scheduler fields will now be empty and previous users removed from the Task

How to assign an Area Manager to a Community

Web Portal:

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

2. Click on any Community name

3. Locate the Trade Area Manager reference, below the Community name

4. Click on the Needs Assignment option, to display a list of users within your Trade Account

5. Select the User that you wish to assign as Trade Area Manager

NOTE: The Communities list section is only available on the web portal currently.

How to Remove an Area Manager from a Community

Web Portal:

1. Click on the Communities option in the sidebar

2. Click on any Community Name

3. Locate the Trade Area Manager, below the Community name

4. Click on the user that is currently assigned

5. Select the X next to the user name or a new user

6. A confirmation message will appear once you have successfully removed the Trade Area Manager from the Community