Within QUOODA®, you can assign tasks, alerts, and other actions to ensure accountability and clear ownership across your organisation. Assigning work correctly helps maintain visibility, streamline workflows, and ensure actions are completed by the appropriate individuals or teams.
When creating or editing a task or alert, you will be presented with several assignment options. Each option provides a different way to distribute responsibility:
Assignment Options
Assign to Entity
This option assigns the work to all users who have access to the selected property, regardless of their role type.
- Everyone with property access will be able to view and act on the item.
- This option may be disabled depending on your company’s configuration or internal policy.
This is typically used when responsibility sits at a property level rather than with a specific individual or role.
Assign to Group
This assigns work to a specific role type within QUOODA®.
- Assignment is based on system role, not property access.
- All users assigned to the selected role type will be able to view the work, regardless of property access.
This is useful when responsibility is linked to a particular job function (e.g. Managers, Assessors, Administrators), rather than a specific named user.
Assign to Myself
This allows you to take ownership of the task or alert personally.
- The work will appear within your assigned items.
- Ideal for tracking actions you intend to complete yourself.
Assign to Users
This option enables you to assign work directly to specific individuals within the system. You can also include yourself within the assignment on this option.
- Only the selected users will be assigned responsibility.
- Recommended when clear, individual accountability is required.
Confirming Your Selection
Click Confirm Selection
Selecting Confirm Selection applies your chosen assignment for this specific instance only, this option is seen in the above example.
- The assignment will not be saved as a default.
- This is ideal for one-off or situational assignments.
Remembering Your Selection
Click Remember Selection
If you frequently assign work to the same users or groups, you can save your selection for future use.
- This allows you to create custom assignment groups.
- Your saved group can then be selected quickly when assigning future tasks or alerts.
- Helps improve efficiency and maintain consistency in your workflow.
NOTE: You can edit or delete these groups at any time by clicking the edit button and clicking the pencil icon or the ‘X’ icon: