Assigning staff to schedule items
Digita Practice Advanced offers a variety of schedule items to which staff members can be assigned.
In Digita Practice Advanced,
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
note
The names of schedule items are custom terminology variables that your firm can rename in the Terminology tab of the Firm setup screen.
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, click the More 
button next to the
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.
- Select one or more staff members to assign to the item. To select multiple staff members, press SHIFT or CTRL while selecting.noteSome schedule items allow only one staff member to be assigned.
- Click the Select button to move the selected staff members to the right pane of the dialog.
- Click 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, click the Select All button.