Would you like a handy concise list of all your assignments for a specific period? Then you can generate an Assignment list . This list is often used by drivers to make quick deliveries, which is why it is also called a driver list or delivery list.
Good to know: it is still possible to download the order list as a PDF. Go to 2. Generate online list, and share it with your team or download it if necessary. At the bottom right of the screen , you will see theDownload as PDF button.
Step 1: Generate a task list
How do you generate an order list?
Select the assignments in the calendar for which you want to generate the assignment list (or do this within a single assignment).
Click on Lists and overviews and then on task list.
The task list screen will open:
Step 2: Share the task list online
Team members receive a link that allows them to view and (if permitted) edit the list online.
Administrators and office users can also find previously generated lists via:
Calendar > Lists > Assignment list > Previously generated lists
Please note: the list is frozen at the time of generation. If something changes in the linked assignments later (such as quantities or products), you will need to regenerate the list for an up-to-date overview.
You can also add a driver to an assignment. This allows you to share the list with two different drivers, and they can link themselves, or you can link a driver to a specific assignment in the list.
Furthermore, as an administrator, you can also view the entire order directly from the order.
Any questions? We are happy to help! Chat with us or call +31 (0)88 266 6539.
Kind regards,
The Catermonkey team 🍌