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What you will accomplish

You will use the Assigned to control on Schedule to connect each event to the right people:
  • Team members on your staff (detailers, porters, service managers).
  • Vendors you work with (outside detail shops, transport companies, mechanics).
Expected outcome: The event shows clear ownership on the calendar, in Table view, on the Progress board, and when someone uses Assigned to me. Vendors appear with a building icon so your team knows the work may happen off-site.

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When to assign someone

  • You already know which staff member will run the visit.
  • An outside partner will pick up, service, or deliver the vehicle.
  • A manager wants each technician to filter Schedule to Assigned to me at the start of the day.
  • Handoffs matter—notes explain what to do; assignment explains who owns it.
  • The visit is All day (no clock time). Someone still needs to own it, or Assigned to me will hide it.

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Before you start

Vendors must be set up firstThe assignee list only shows vendors your facility has already added. If you do not see a transport or detail company, create the vendor record first under Contacts > Vendors, then return to Schedule.

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Assign when you create a new event

1

Open Create New Event

On Schedule, click Schedule Event.Expected result: The Create New Event window opens.
2

Fill in event type, customer, and time

Choose the Event type, vehicle or customer, date, and time the same way you normally would. See Create an appointment if you need the full walkthrough.
3

Open the Assigned to control

Find Assigned to on the left side of the form. It may show Unassigned when no one is selected yet.Click the Assigned to button.Expected result: A searchable list opens with Team members and Vendors sections.
4

Select team members and/or vendors

Click one or more names to place a check mark next to them.
  • Team members show a person icon.
  • Vendors show a building icon and usually the company name (for example Elite Detail Partners).
You can select more than one person when two partners share the work.Why this matters: Assigned names travel with the event everywhere your team looks—calendar blocks, Table rows, and Progress cards.
5

Click Create Event

Finish the rest of the form and click Create Event.Expected result: The event block shows the assignee summary. Team members can turn on Assigned to me to see only their work.
Assigned to picker open on Create New Event showing Team members and Vendors sections with checkboxes
The Assigned to picker lists your staff and vendors in one place. Search at the top when the list is long.

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Change assignment on an existing event

1

Click the event on Schedule

Find the event on Schedule and click it.Expected result: The event detail panel opens on the right (or as a sheet on smaller screens).
2

Review who is assigned today

Near the top of the panel, look for assignee names or Unassigned.Expected result: You see staff names, vendor company names, or a building icon for outside partners.
3

Click Edit Event

Click Edit Event in the panel.
4

Update Assigned to

Open the Assigned to control, add or remove team members and vendors, then save.Expected result: The calendar and Progress board show the new owners immediately.
Schedule event detail panel showing a transport event with an outside vendor listed as assignee
After you save, the detail panel shows who owns the job. Transport and off-site work often list a vendor with a building icon.
Edit Event form with Assigned to open showing a vendor selected with a check mark
In Edit Event, open Assigned to again to add staff, swap vendors, or clear the field if plans changed. For time or date changes without opening the full form, see Update, assign, or reschedule an event.

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Filter to your own work (Assigned to me)

Technicians and porters often start the day by hiding everyone else’s events.
1

Open Schedule

Go to Schedule.
2

Click Assigned to me

Near the top of the page, click Assigned to me.Expected result: The calendar, table, or progress view shows only events assigned to your staff account.
3

Turn the filter off when you need the full team view

Click Assigned to me again (or choose All / clear the filter) to see every visit.Why this matters: Managers usually keep the full calendar visible; individual techs use Assigned to me as a personal to-do list.
Schedule page with Assigned to me filter active showing only events for the signed-in user
Assigned to me is a quick personal filter. It does not include vendor-only events—those stay on the full team calendar.

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How assignments look on the calendar

One staff member — the event may show their name on the block or card.One vendor — look for the building icon or company name in the assignee summary.Several people — the summary may shorten to two names plus a count (for example Alex +1).Unassigned — the event is still on the calendar, but no one is responsible yet. Managers often filter these during morning planning.

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Assign vendors for transport and off-site work

Transport runs and outside detail visits are common reasons to pick a vendor instead of (or in addition to) a staff member.
  • Choose an event type such as Vehicle Transport or Dealer Service when the work happens off-site.
  • Assign the transport or detail vendor in Assigned to so dispatch knows who is responsible.
  • When the vehicle physically leaves your building, also update parking on the car record—see Send a car to an outside vendor.

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Common mistakes to avoid

Do not confuse vendor assignment with moving a car off-siteAssigning a vendor on an event tells your team who owns the scheduled work. To record that the vehicle is at a vendor location on your parking map, use Move a car on the car record.
Check permissions if the field is grayed outSome roles cannot change assignments. Ask an admin to update the event or review permissions in Settings > Team.
Vendor not in the list?Add the company under Contacts > Vendors first. The Assigned to picker only shows active vendor records your facility has already created.

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Troubleshooting

I do not see the Vendors sectionYour facility may not have any active vendors yet. Open Contacts > Vendors, add the partner, then return to Schedule.
Assigned to me shows nothingThe filter only shows events assigned to your user account—not vendors. Vendor-only events stay visible on the full team calendar.
All-day work still needs an ownerTurning on All day only hides the clock time. It does not assign the job. Set Assigned to so the next person can find the visit with Assigned to me. See Create an all-day event.

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What to do next