Assigning Tasks Using the List

Assign tasks to users, enabling them to follow up on surveys through the list. #

Through “Task Assignment”, you can define the user responsible for monitoring each survey using the list, by assigning the areas that each researcher is accountable for. This helps facilitate and organize the data collection process.
To select an area and assign a user to it using the list, follow these steps:

• Select “Assign Tasks“ from the side control menu.

• Choose the user to whom the task will be assigned from the “Select Users” dropdown list at the top of the map.
• Click “Search” to display the geographic layer to be assigned.

• Once the search options are completed, a table will appear containing:
  • Code.
  • Layer name.
  • Area name.
  • Status: layers are either assigned or unassigned .
  • Assigned to: shows the user’s name, or the number of users if the layer is assigned to more than one user.
  • Location on the map: click the “Location on Map” icon next to the layer name to navigate to its position on the map.

• Click the checkbox next to the layer icon in the table to select it.
• Click “Assign” to change the layer status icon from unassigned to assigned .