How to Use Dispatch

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4 comments

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    Yarisley Talavera

    Is there a way to change the dispatch interface back to how it originally was? The new update slows down my workflow and I much preferred it when my information was all on the same page. 

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    Lauren Sunday

    Hi Yarisley,

    As of the 28th of July 2022, the old interface has been sunsetted and Work Hub is the only location where dispatches and workflows can be managed. We hope to continue improving Work Hub and Dispatch with feedback from customers so please feel free to send that valuable feedback to beta@gocanvas.com and we thank you in advance for adjusting to this new experience.

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    Nathan Leathers

    On this. If I assign dispatch to multiple users or a group would it be duplicated for each of those users? 

    I just want to assign the dispatch and anyone should be able to submit within that group. But once that form is submitted it should disappear from the tasks of the users in that group.

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    Lauren Sunday

    Hi Nathan Leathers

    Thanks for your question! Dispatches can only be assigned to one user at a time. They can be unassigned and reassigned by the admin from Work Hub or Assignments can be turned on so that the user is able to unassign or reassign a dispatch or submission from themselves. Dispatches work like a single piece of paper being handed to one person. Assignments is the best way to leave a submission open to a group of people. Once a dispatch is sent out, it can be unassigned from that user and placed in an open queue so that it can be claimed by anyone who has access to the form on mobile. Once it's claimed, it's removed from that open queue. 

    To read more about Assignments, please check out these articles:

    Unassign and Claim a Submission

    Reassign a Submission

    Assignment Settings

    Please let us know if you have any other questions!

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