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New Project Auto-assign feature available!

This guide will walk you through the exciting new auto-assign feature in Optii Project, designed to streamline your project management and save you valuable time.

Auto-Assign is an Optii feature that automatically distributes project jobs to team members based on their schedule or a manual team member selection, reducing the need for manual assignment.

Setting Up Auto-Assign

Create a Project: Follow your usual project creation process.

Assign Department and Enable Auto-Assign: During project setup, when assigning the department, you'll now see the "Auto Assign" option. Select this checkbox to activate automatic job assignment.

Prerequisite: You must have a department schedule configured in Optii before auto-assignment can function correctly.

 

Important Note: Optii starts auto-assigning jobs on the project's start date. If you create a project for the same day, you might encounter a message indicating immediate auto-assignment.

Auto-Assignment Options

Assigned via Schedule: This option leverages Optii's schedule feature. Optii will:


    • Assign the project to a specific role within your schedule.
    • Utilize the schedule to select an available associate at the time of project creation.

As you can see in the GIF above, Optii will also auto-assign jobs based on the type of cycle you have selected:

    • Yearly Cycles will be assigned once per Month
    • Monthly cycles: assigned once per week
    • Daily/Weekly cycles: assigned once per day 

Remember: For this option to work effectively, the job due time must fall within a team member's work schedule, and the due date/time must be earlier than their shift end time.

Assign by Team Members: Use this option to select specific team members to assign to the project.

When using this option, you can select one or more team members from your department roster. Jobs will be distributed among the selected members based on availability.

Benefits of Auto-Assign

  • Reduced Administrative Work: Spend less time manually assigning tasks and dedicate more energy towards team management and operational excellence.
  • Improved Efficiency: Streamline project creation with automated job assignment based on pre-defined schedules and team preferences.
  • Optimized Workload Distribution: Ensure tasks are evenly distributed among team members, fostering a balanced workload and maximizing team productivity.

By leveraging the auto-assign feature, you can empower your team to focus on its core mission of delivering exceptional guest experiences.