Where do I manage Assignments?
The Open Assignments view gives you an overview of tasks that still need to be completed.
For each Assignment, you can see its status, assignee, Service Site, and creation date. Recurring Assignments are also visible in the open workflow.
How do I create an Assignment?
Create a new Assignment directly from the Back Office.
Describe what needs to happen, add supporting notes or files, and choose the person who should handle it.
This is useful for work coming from a customer request, internal review, manager decision, or a task that needs to be planned independently of a Service Visit.
How do I update an Assignment?
Open the Assignment and update the information that has changed. You can revise the description, add context, reassign the task, or update its status.
Changes are synchronized between the Back Office and mobile app, so everyone sees the same current information.
How do I manage "recurring" Assignments?
For a task that needs to repeat, enable the "recurring" option and choose the desired frequency. OBG will generate new Assignments according to that schedule.
Understanding Assignment statuses
Assignments can have four statuses:
Open - the task has been created and still needs to be completed.
In Progress - work on the task is underway.
Completed - the defined task has been carried out.
Canceled - the task has been closed without being completed.
Use Completed only when the defined task has actually been carried out. If the task will no longer be performed, use Canceled.
Do not mark an Assignment as completed just because someone has read it, started it, or been notified.
Assignments created during visits
Assignments created or completed during Service Visits and Deliveries are synchronized with the Back Office and can be seen through the related Service Visit or Delivery reports.
All open and closed Assignments for a Service Site are also available on the Service Site card in the Assignments tab.
Practical tips
Use the Assignment Report to review what the team has already completed or canceled.
Use the Service Site card's Assignments tab to see both open and closed Assignments for one location.
Keep Completed and Canceled statuses aligned with what actually happened.