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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.

      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.

       

      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 will be assigned one per week
        • Daily/Weekly cycles will be 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: This option allows you to handpick specific team members for the project.

      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.