In this article, we're going to discuss how to share a task with certain users before you staff a task. Sharing a task prior to staffing allows you to receive applications from your talent and see who is available. You can share tasks with users based on tags or their location.
Alternatively, you can choose open it to first-come-first-serve instead of for application. This allows the task to be automatically assigned to the first person who claimed it, saving you time by preventing any additional assignment steps. This method is particularly useful for last-minute jobs or others where any available/relevant user on your team can perform the task.
Here are the steps to do that:
Select a task that needs to be assigned.
Select Open for application or first-come-first-serve.
Open to everyone (your entire roster) or specify any sharing criteria. This is a good way to focus your post based user tags or by their distance to the location
Opt to send a notification to the users you are sharing this task with.
Select Save & Send to share the task.
Open based on Criteria
Don't want to spam your roster of users to opportunities that are not a fit or are too far way? No problem! For example, when you use 'Distance' -- it will automatically limit the users (assuming they have entered their address in their profile) by distance from their home to the task location.
As you can see in this image below, you can also set criteria and view which users the task will be visible to before posting. You can remove specific users if you'd like by selecting View List. You can also check off Send Notification to either send a standard or customized message to your team members selected.
Once you've selected "Save" on your Open To criteria, you can always come back and make adjustments. As seen below, we can remove the Team 1 Tag & select Save to open this task up to more team members. You can also choose to ‘Hide from all users’ which will remove it from the list of available and open jobs.
You can also do this all in bulk by selecting multiple tasks and setting the criteria in the same way. You can see more information on bulk assigning here.
