Skip to content
Admin dashboard · Documentation
Administrators2 min read

Assign tasks and track shop equipment

Use task responsibility and asset assignments to support daily operational follow-up.

Updated 16 October 2026

On this page
  1. 1. Assign work to the right people
  2. 2. Follow status rather than assuming completion
  3. 3. Record equipment and assignments
  4. 4. Keep access and records scoped

Where to find it

Task Management; Assets → Assets / Assignments

Other topics

1. Assign work to the right people

Open Task Management and create or review the relevant task. Set the responsible users and shop context using the available controls. Make the requested outcome and any deadline explicit so staff know what completion means.

2. Follow status rather than assuming completion

Review the task dashboard, full task list and My Tasks. Employees and managers use the mobile task area where their access permits. A saved task or notification is not evidence that the work was physically completed; inspect the recorded status and follow up.

3. Record equipment and assignments

Use Assets to maintain the equipment record and Assignments to inspect responsibility or allocation. Keep the item’s identity, location and assigned person consistent when equipment moves between shops.

4. Keep access and records scoped

Check the active shop and user permissions before reviewing another location’s tasks or equipment. Use the original record for changes rather than creating a duplicate asset or task merely because the selected shop was wrong.

Available features depend on your shop configuration, permissions and supported devices.

Keep learning

Need a hand getting set up?

Tell us about your shop and devices. We’ll help you choose the right scope and next steps.

Talk about your setup