Builder: What are Builder Task Assignments?

You can see who is responsible for a Task by assigning users it.

Builder Supers typically oversee all Trades and Tasks within a Community.

Builder Super and Schedulers collectively work together on the Job Site and in the office.

Once a User is assigned one of these roles they will automatically be eligible to receive Notifications for that Job.

Why are Builder Supers/Schedulers/Area Managers important?

Builder Supers and Builder Schedulers designate who is responsible for what task.

Builder Area Managers are users who oversee the Community as a whole.

The differentiation between these roles depicts who is responsible for what specific tasks.

Assigning Roles helps properly structure and depict who to contact if there is a problem with a task, in the case of a rescheduled proposal or with regards to City Inspection.

How to assign Supers/Schedulers to Tasks

NOTE: Assigning Supers and Schedulers is currently only available on the desktop app. 

1. Click on the Task to access the Task details.

2. Locate the Builder Super and Builder Scheduler fields that need assignment.

3. Click "Choose Super" or "Choose Scheduler" to access a list of users within your Builder Account.

   

4. Select a user from the dropdown list.

5. You will know when you have successfully assigned a user when their name is below Builder Super or Builder Scheduler.

   NOTE: You can also confirm their assignment in the Task History.

   

How to Unassign Supers/Schedulers from Tasks

You can unassign or reassign a user to a Task at any time within TradeTrax.

Desktop:

1. Locate the Task that you wish to unassign from a user.

2. Click on the Task to access the Task details.

3. Scroll down to the Builder Super and Builder Scheduler sections.

4. Click on the "X" to the right of the user’s name.

   

5. You will have successfully unassigned a user from a Task when Choose Super or Choose Scheduler is displayed.

   

How to assign an Area Manager to a Community

NOTE: You cannot assign a Builder Area Manager on the mobile app.

1. Click on the Communities tab in the desktop menu.

2. Locate the Community you wish to assign to Builder user.

3. Click on the Community.

4. Locate the Area Manager field below the Community name.

5. Click "Needs Assignment" to display a list of users within your Builder account.

   

6. Select the User that you wish to assign as an Area Manager. 

7. Once selected, you will see a confirmation banner of the newly set Area Manager.

How to unassign an Area Manager from a Community

NOTE: You can currently only access the Communities option from the desktop app.

1. Click on Communities in the desktop menu.

2. Locate the Community you wish to unassign.

3. Click on the Community name.

4. Locate the Area Manager field below the Community name.

   

5. Click on the user that is currently assigned.

6. Select the "X" next to the user’s name or a new user.

7. A confirmation banner will appear at the bottom of the screen confirming the removal of the Area Manager and a Needs Assignment field will be displayed.