Prerequisites
Before you can assign tasks in an order, you need to have made the following settings:
How to assign tasks in an order
Open an order and click the plus icon in the tasks area in the bottom right.
Select the task you want and assign it to a team member.
Repeat this for every other step in the workflow.
Clicking Accept in the top right activates the order.
Track progress under Dashboard → Open Tasks — there you see which order sits with which team member.
Once a task is done, the team member confirms this directly in the order or in the task view, via the gray checkmark icon.
Note: Under My Tasks, team members only see the tasks assigned to them. A task can also be handed off to another team member for review.
FAQs
Can I assign a technician to an order right from the start?
Crownbeam doesn't have a direct technician assignment when creating an order. The assignment always happens within the order itself: you open the order, add a task, and assign it to the technician you want. Which tasks exist is something you set up once, under Settings → My Business → Tasks.
Technician assignment via tasks has nothing to do with automatic matching of scanner orders to practices — those are two independent features.