Assignments workspace

Open the page

Switch app > Assignments. Administrator permissions may be required.

Plan customer work

1. Assignments schedule work for a CRM contact and a specific team member. Use the report to find existing work, Create Assignment to schedule it, and the detail page to record completion or cancellation.
2. Assignment types are configured in Account Settings and may be linked to departments, subscriptions or TeamSpoor visit types. Availability depends on permissions.

Example

1. A support team schedules an on-site visit for Alex Example. They review existing active assignments, select a type and an agent, provide instructions, and later record the outcome.

Assignment topics

• Find assignments
• Create an assignment
• Assignment details and outcome
• Assignment types and TeamSpoor mapping
• Assignments on a contact

All nested settings guides

Detailed procedures

• Configure assignment types
• Create a customer assignment
• Find assignments in the report
• Review and update an assignment