This article applies to:

Assign staff members to an engagement

Follow these steps to assign one or more staff members to an engagement.

Open the engagement, then select Properties
.

Use the Select
option for Assigned staff
to display a list of employees.

Tick the checkboxes for the employees you want to assign to the engagement.

Select Done
when you're finished.

The names of assigned staff members will appear in the Assigned staff
section of the

Properties

screen. You can select the x
next to a name to remove that assigned staff member from the engagement.