Ready-to-assign work
BeforeEach assignment requires recreating its instructions and fields.
With SkillSmithChoose a prepared task with its resources, response fields and next steps already defined.
Assign prepared work to one or more people
Assign prepared work with the case and deadline in view
Choose eligible people for a specific task from the available playbook, keeping its case context and deadline with the assignment.
Choose task; Select people Retain or override deadline; Assign
Roles, playbooks and a practical launch plan for your team.
Choose prepared work and its recipient — incident-response example
Pay only when you see results
Agree the outcome for your first workflow with our team.
Trusted by leading organizations
“SkillSmith has always been very professional and responsive throughout the entire process and an absolute pleasure to work with.”
Paul HildebrandDirector of HSE/DOT, Jones Power
Assign prepared work to one or more people
Which eligible people should receive this particular prepared task?
Choose the eligible people for this assignment together. Each recipient receives an individual task, so the team can follow their responses separately.
WORKED DECISION
Confirm the recipients and deadline for this task
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Inputs to review | Available playbook and Task | Choose task. |
| Method action | Eligible people, Case context and Deadline | Select people and Retain or override deadline. |
| Result to inspect | Individual task instances and Related work record | Inspect the available result within the permitted scope. |
Connected work across your team
Assign prepared work to one or more people
Start with available playbook and task. The steps below show the actions and information available for this method.
Manager within reporting scope or administrator
Choose task; Select people
Start with available playbook and task. Choose task and Select people.
- Available playbook
- Task
Manager within reporting scope or administrator
Retain or override deadline; Assign
Retain or override deadline and Assign. The result includes individual task instances and related work record.
- Individual task instances
- Related work record
The difference in your team’s day
Quick assignment for the whole team
BeforeThe same prepared task is set up repeatedly for each person.
With SkillSmithSelect prepared work and relevant recipients together, with defaults visible before assignment.
Clear ownership and handoffs
BeforeThe next person receives an action without the preceding result.
With SkillSmithKeep the preceding result attached when the next responsible person receives work.
Connected information and agent support
The materials that make this method usable
Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.
Your work context
Information to use
Available playbook, Task, Eligible people, Case context and Deadline.
A result to inspect
Individual task instances and Related work record.
We bring the relevant
context into your work
InputsProduct method
Inspect the result
Assign prepared work to one or more people
- The job context
- Your approved instructions
- A clear response
Available to the right team member
Assign prepared work to one or more people
Work is ready for team members
Individual task instances and Related work record.
Keep the conversation moving
Take the method into your team's discussion
Use the product sheet to review the roles, materials, workflow and setup choices together.
- The full working method and the focused decision
- Responsibilities and useful materials
- A practical starting plan
PDF · 6 pages
Our delivery approach
Set up a useful first example
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
- 01
Choose the working inputs
Review available playbook, task, eligible people, case context and deadline.
What we prepare togetherThe inputs and scope for this method are clear.
- 02
Agree who will use the method
Confirm the relevant people and their permitted scope: Manager within reporting scope or administrator.
What we prepare togetherPeople use the method within the agreed responsibility and access.
- 03
Try the useful actions
Choose task, Select people, Retain or override deadline and Assign.
What we prepare togetherEach eligible recipient receives the selected task.
Talk with our team
We are here to help
Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.
Bring your work; we help prepare the method
We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.
Your materialUse the instructions, forms and references your team already maintains.
Practical preparationConnect the material to the people and responses needed for the method.
A useful walkthroughTry the ordinary route and the point where your team needs a different decision.
Rohit Singh
VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.
Brent Jackson
Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
Prepare the method for your team
What can we inspect after using this method?
The method provides individual task instances and related work record. Each eligible recipient receives the selected task.
Who uses this method?
The permitted roles are Manager within reporting scope or administrator. Confirm the people and their access for the selected example.
Which choices do we need to make first?
Review available playbook, task, eligible people, case context and deadline. Use those choices to prepare the first example and its permitted scope.
Which eligible people should receive this particular prepared task?
A person can use the playbook but is not among the intended assignees; select the recipients and deadline explicitly.