Staff management

Adding a schedule item to a staff schedule

Use the
Scheduling
 dialog to add, edit, delete, assign, and schedule items on-the-fly.
note
This dialog is available only if you are licensed for the Staff Management module.
  1. To access the
    Scheduling
     dialog, do one of the following:
    • For phone messages, meetings, to-do items, projects, and tasks, select the
      Schedule
       button.
    • In the
      Manage Projects
       or
      Manage Staff
       screen, right-click the schedule item and choose
      Schedule <schedule item>
       from the context menu.
  2. In the
    Scheduling
     dialog, use the
    Select Staff
     button to select the staff whose schedules you want to see.
  3. Use the Calendar Options pane to choose the date and schedule items you want to see in the staff schedule.
  4. In the Schedule Items tab, select an item in the Schedule Items tab and drag it to the Staff Schedules pane onto the appropriate date to schedule it, or drag it from one staff schedule to another to reassign it.
  5. You can also right-click a schedule item and use the context menu to do any of the following:
    • Assign a schedule item to one or more staff members
    • Add a new schedule item
    • Edit or delete a schedule item
    • Schedule an item
    • Generate the next scheduled item (project, task, phone call, to do, or meeting)

This article applies to:

  • Product: DT Practice