Assigning Project Jobs in Optii

How This Guide Helps:

This guide explains how to assign rooms to yourself within your designated section using Optii's Projects feature. Use this guide to take greater control of your Preventive Maintenance (PM) schedule so you can:

1. Own Your PM Schedule: Take charge of your workload by independently assigning your Project Jobs to yourself or your team within your designated section.
2. Boost Efficiency: Strategically plan your PM Jobs to maximize productivity within your designated cycle.
3. Streamline Workload: Optimize your workload and ensure all locations receive timely attention.

Assigning Project Jobs in Optii

Step 1: Accessing Your Projects

1. Go to the "Projects" section of Optii.
   

Step 2: Selecting Your Project

1. Click on the specific project you want to work on (e.g., "Guest Room PM - Section X").

Step 3: Expanding Your Project View

1. After clicking on your project, the project page opens. Click your current cycle — it is typically selected by default — to expand the view and see all rooms in that cycle.

Step 4: Selecting Rooms from the Queue

1. Locate the "Queue" column. This is where rooms needing assignment are listed.
   
2. Select the checkbox next to the room number (or asset) you want to assign to yourself.
   
   

Step 5: Assigning the Room to Yourself

1. After selecting a room, an assignment panel appears. Select your name (or a team member's name) from the list to assign the room. 

Step 6: Assigning Method

1. You can complete this assignment on a mobile device (phone or tablet) or on a computer — the steps are the same on both.

Learn More About Optii:

• Continue exploring our Learning Center for additional resources and guides.
• Contact our support team at help@optiisolutions.com for further assistance.