Assignment Module Features

  • Create personal to-dos for yourself

  • Delegate assignments to others from most iPoint modules

  • Keep track of your assignments on the calendar and on the iPoint dashboard

  • Collaborate with others on assignments

  • Add any number of followers to an assignment so stakeholders can track progress

  • Create reoccurring assignments

  • Add notes and attachments (photos or other media) to an assignment

  • Add a checklist to an assignment: a to-do list that must be completed before the assignment can be marked as complete

  • Receive progress notifications on assignments you’re following

  • Assignments created from WOs, invoices, sales orders, etc. are tied to those records

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Want to Learn More?

Watch the following videos to learn more about creating assignments in iPoint.