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For: Manager, Admin, Owner
Last reviewed: 2026-05-01

1. Open the work order

From the Work Orders list or equipment page, open the details view for the job you are assigning.

2. Choose an assignee

Open the "Assigned to" control and pick a technician. Individual assignment surfaces the work order in the assignee's My Work Orders view.

3. Pick a team (optional)

Optionally assign a team so every member can see the work order. When both are set, the individual assignee is the primary owner for status updates.

4. Advance the status

Set the work order to Assigned once an individual owns it. Leaving it in Accepted is fine for shared team work, but Assigned makes it clearer on dashboards.

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