Introduction
Welcome to your guide to the Assign To feature in Empress, a tool that will revolutionize the way you manage your tasks and documents. From a business perspective, this feature greatly enhances productivity and workflow management. It allows you to assign specific documents to individual users, ensuring that each document gets the attention it needs from the right person at the right time.
How ‘Assign To’ Works in Empress
Consider this everyday business scenario: you have a Sales Order that needs the approval of your Sales Manager. With the Assign To feature, you can simply assign the Sales Order to the Sales Manager. The document will then appear in the Sales Manager’s ToDo list. This procedure can be replicated for other documents too, such as Delivery Notes and Sales Invoices, which can be assigned to a Material User and an Account User respectively.
Note: You can assign a document regardless of Permission Restrictions.
Step-by-Step: Creating a New Assignment
Assigning a document to a user is easy. Here’s how:
- Open the document you want to assign.
- Click on the ‘Assigned to’ button on the left sidebar.
- Select the name of the User to whom you wish to assign the document.
You can also add a comment when assigning a document. This could be a note for the assignee to consider when reviewing the document.
Understanding the ToDo List
When you assign a document to a user, it appears in their ToDo list. This gives them a clear overview of all their pending tasks. It’s like a personalized checklist that helps them keep track of their work.
Removing an Assignment
If a task is completed, or if a user wants to remove an assignment, they can do so by clicking on the “Closed” button in the document. Doing this also updates the corresponding ToDo as ‘Closed’, maintaining an organized and efficient workflow.
Summing Up
The Assign To feature in Empress is a practical and powerful tool for managing tasks. It ensures that every document is attended to by the appropriate user, promoting a streamlined and coordinated workflow. This ultimately enhances productivity, making it a valuable feature for your everyday business operations.
For additional help or questions, please refer to our other non-technical resources or seek support from our friendly team. Happy assigning!