Skip to main content

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Questions? We are here to help.
Contact us

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Navigation

Schedule Items portlet

The
Schedule Items
 portlet is available on the
Staff
 and
Client
 dashboards.
note
This portlet is available only if you are licensed for the
Staff Management
 module.
This portlet shows the schedule items assigned to the current staff member (
Staff Dashboard
) or for the selected client (
Client Dashboard
)
You can select a schedule item in the portlet to open the item. If you have security permissions to view the
Manage Staff
 screen, you can select the title bar to jump to the
Schedule Items
 tab of the
Manage Staff
 screen.
Staff Dashboard only:
 To request additional work, select the
Assign Next in Work Queue
 button. The application will assign a to-do item, project, task, or scheduled phone call to the current staff member based on the staff qualifications set for the item. The application will assign the item with the earliest start date and highest priority first.

This article applies to:

  • Product: Practice CS