> For the complete documentation index, see [llms.txt](https://docs.paledo.de/7doD8BRz3n5IiVGP4B0G/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.paledo.de/7doD8BRz3n5IiVGP4B0G/english/modules/aufgaben/aufgabenverteilung.md). # Task distribution ## 1. Basic functions of task assignment Task assignment is used to **assign orders, processes, or reports efficiently via drag and drop to individual employees or teams**. The [assignment ](#anleitung)is carried out mainly via a [**planning view**](#ansichten-layout), which combines calendar and list views.

## 2. Where is what? {% tabs %} {% tab title="Web" %} * **Navigation:**\ Main menu all the way on the left, can be hidden via the menu icon

to make more screen space available. * **Filter by qualifications, resources, categories, and status:**\ To the left of the calendar, filtering can be done according to the criteria mentioned, which determines what is displayed in the calendar / planner. The menu can be hidden via the menu icon

to make more screen space available. * **Calendar time filter:**\ Above the calendar / planner, you can set which date range should be displayed. The displayed range also depends on the set time scale and zoom level, both of which can be accessed via a right-click in the calendar. * **List filter:**\ Above the task lists, depending on the objects displayed, the usual [Filter ](https://github.com/SyntactixGmbH/PaledoDocumentation/blob/main/module/aufgaben/11.3-welche-filter-und-ansichtsoptionen-stehen-zur-verfugung_.md)and [Actions](#verfugbare-aktionen) {% endtab %} {% endtabs %} *** ## 3. Available actions * New fault → opens a pop-up window for entering a new fault report * New maintenance → opens the form for entering a new maintenance order * Refresh → reloads calendar / planner and list * [view variants](https://github.com/SyntactixGmbH/PaledoDocumentation/blob/main/module/aufgaben/06.3-was-sind-ansichtsvarianten-und-wie-erstellt-man-personliche-favoriten_.md) → offers the option to load, edit, or initially save view variants, i.e. saved filter combinations * [Layout](#ansichten-layout) → allows different screen layouts to be set * Decrease and increase → reduces or enlarges the column width in the calendar so that a larger or smaller date range is displayed *** ## 4. Views / layout #### Standard: planning view with equal distribution By default, the task assignment shows the planning view. This displays a calendar in the upper area - the "planner" - and a task list in the lower area - the "list" - together. The planner contains the tasks already assigned to the selected resources / employees / teams for a filtered period. Depending on the configuration, task lists can display lists of orders, processes, or reports. The different lists can be selected via individual tabs. * In the web, the tabs are located between the calendar and the list. * In the client, the tabs are located below the list. Using the "Layout" action, you can set whether either the planner or the list should take up a larger portion of the screen. #### Calendar view and list view Using the "Layout" action, you can also set whether only the planner or only the list should be displayed.

*** ## 5. Instructions Task assignment can be accessed via: `Home → Tasks → Task assignment`. ### Assigning tasks * **Single assignment:** * Drag a task from the list onto a resource (employee or team) in the calendar / planner → automatic scheduling of this resource. * The following are entered in the task: * the employee as the responsible person and * start and end date according to the calendar assignment. * **Assignment to multiple employees:** * Drag an already assigned task via drag & drop onto an additional resource + `Shift`hold down the * key → The task is assigned to multiple resources. * **The task is NOT copied or duplicated; instead, all scheduled resources are listed in the respective task under the "Personnel" tab.** * Create a new process from an existing process: `Ctrl`key → A new, identical process is created for the resource and scheduled immediately. * **Scheduling of reports:** * Reports are not scheduled as such and therefore are not displayed in the calendar / planner. Nevertheless, tasks resulting from fault reports can be conveniently scheduled. * Drag a report onto an employee via drag & drop → the system automatically opens a pop-up dialog to create a follow-up order. 1. Select order template or continue without template → pop-up window with order form opens.\ For regularly recurring tasks, order templates can be defined that, for example, already contain several processes with individual tasks. 2. Fill in order data 3. Save and close\ → The follow-up order has been created and is already automatically assigned and scheduled.\ → The status of the report automatically changes to "Follow-up order" (configurable). {% hint style="info" %} Job templates can be defined for regularly recurring tasks, for example already containing several processes with individual tasks. {% endhint %} ### Rescheduling and adjustment * **Change date:**\ Move the task in the calendar / planner to a new date via drag & drop * **Change duration:**\ Drag the task at the sides in the calendar to extend or shorten the duration. * **Reassignment:**\ Drag the task to another resource via drag & drop. ### Further functions in the calendar / planner * **Moving the mouse over a task opens a fly-out window with** * task details * the option to

highlight (see below),

open for editing, or

delete the assignment * **Highlighting tasks**

**:**\ To make tasks selected in the planner or the list easier to find in the other area, there is a highlighting function. * In the planner, the task gets a black border and starts to wobble. * In the list view, the corresponding row is highlighted darker and the checkbox on the left is ticked. * **Appointment categories**\ Tasks and appointments are categorized (e.g. maintenance, absence), which makes filtering and visual representation easier. * **Creating new appointments:**\ New appointments (e.g. absences) can be entered directly in the calendar / planner: 1. Click in the **calendar area** on the desired **date range** of the resource\ → A **dialog window** opens for entering the appointment. 2. Fill in fields: * **Subject**: Description of the appointment (e.g. “meeting”, “vacation”). * **Category**: Selection from predefined **Appointment categories** (e.g. “absence”, “process”, “report”). * **Show time as**: Availability (e.g. “Booked”, “Absent”, “Free”). 3. Click on **“Save”**. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.paledo.de/7doD8BRz3n5IiVGP4B0G/english/modules/aufgaben/aufgabenverteilung.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.