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Send inspection cards to workspaces

See how to send inspection cards

  1. Select sales from the bottom menu.
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  2. Select a Sale (select the catalog cover image).
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  3. Select live inspection management at the bottom of the screen.
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  4. To send a card to a new card manager click reassign at the top of the card on the left of the screen.
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  5. A pop up will appear showing all of the other card managers in your workspace.
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  6. Select the card manager you wish to assign it to.
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  7. The card will then be visible in that specific card managers workspace.
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  8. You can also reassign a card back to the ready column by clicking reassign and the to ready.
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  9. Cards sent back to ready will appear in the ready tab at the top right of the screen ready for card managers to add to their workspaces.
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