Assign staff members to an engagement
Follow these steps to assign one or more staff members to an engagement.
- Open the engagement, then selectProperties
. - Use theSelectoption forAssigned staffto display a list of employees.
- Mark the checkboxes for the employees you want to assign to the engagement and selectDonewhen 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 the assigned staff member from the engagement.
