Setup (General)

Assigning staff to schedule items

DT Practice offers a variety of schedule items to which staff members can be assigned.
In DT Practice,
schedule items
 are anything that can be scheduled for a staff member. These include:
  • Scheduled phone calls
  • Scheduled benefits
  • Meetings
  • To-do items
  • Projects
  • Tasks
Scheduled phone calls, benefits, meetings, and to-do items are available only if your firm is licensed for the Staff Management module. Projects and Tasks are available only if you are licensed for the Project Management module.
Use the
Assigned Staff
 dialog to assign a staff member to the selected schedule item.
To access the
Assigned Staff
 dialog, select the More Ellipse button next to the
Staff
 field when adding or modifying a project, task, scheduled phone call, meeting, to-do item, project template, task template, or CPE course.
Complete the scheduling process by completing these steps in the
Assigned Staff
 dialog.
  1. Select one or more staff members to assign to the item. To select multiple staff members, press SHIFT or CTRL while selecting.
    note
    Some schedule items allow only one staff member to be assigned.
  2. Select the
    Select
     button to move the selected staff members to the right pane of the dialog.
  3. Select
    OK
     to complete the assignment and close the
    Assigned Staff
     dialog.
You can use the search and filtering features to narrow the list of staff. If you want to assign all of the staff members that are shown in the left pane, use the
Select All
 button.

This article applies to:

  • Product: DT Practice