When task assignment is paired with smart task dashboard filters, a user’s task dashboard view can be a powerful tool to indicate tasks that are in their queue.

Assign Users Automatically

Configuring a Task Assignment Rule

The following procedure will auto-assign users to configured tasks. When workflows with said tasks are added to an order, the user will automatically be assigned to the task.

1. Log into admin.factoryfour.com and navigate to the Rules tab on the menu to the left of the screen.

2. Click the ‘+ Add Rule’ button on the top right corner to create a new Rule.

3. Fill out the Rule:

   • Under ‘Scope’: Ensure that Task is selected under Type.
     1. Task(s): Confirm whether you want this form to appear for all tasks, or a specific workflow-task set. If the task exists in multiple workflows, you can select which parent workflow you are referring to or simple leave as “Any”.
     2. Transition: Define the task status transition you wish to trigger the form requirement. Example: from ‘Standby’ to ‘Inactive’ would be ideal to assign to users to let them know that a task is ready to be worked on.
   • Under Action:
     1. Select the “Assign Users to Task” Action. You have the choice to assign users who are assigned to the order or choose a user from a dropdown once “Other” is selected

Assign Users Manually

Edit Involved Users from Task Panel

Users that are involved within a task (meaning users that have been assigned either manually or auto-assigned via rules, are currently checked in, or have previously checked into to a task) will appear within the Task Info Tab of the Task Side Panel. There are two icons at the top of the list. To assign a user to the task, simple click on Assign Other at the top:

This will open a dropdow menu to select a user to assign to the task. In order to unassign or assign a user that already exists within the Involved User list, click on the edit button on the top right. From this view, you will be able to Unassign users, Check in Others, or Assign Checked In users.

Insights to be Gained

There are five main insights to be gained from various combinations of the activity icon, assignment icon, and time logged.

Filter Task Dashboard Views by User Groups and Assigned Users

The filters on the task dashboard have been updated to allow users to further sift through tasks that are the most relevant. Searching by User Group will filter out tasks that users within a particular User Group have been involved in.

Include Logged-In User checkbox

Selecting to include logged-in users will filter the tasks in your panel to only include users that are currently logged in to FactoryFour. If there are certain users that are checked into a task, but they do not appear upon the selection, they have either logged out of FactoryFour while still checked-in or an admin has checked them in manually.

User Selection

Users that are selected can now be further filtered to whether they have any activity logged against a task or have been assigned to a task