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Project Management

Assign multiple staff members to a project or task

Follow these steps to assign multiple staff members to a project or task.

Assign multiple staff members to a project

  1. Select
    Actions
    , then
    Manage Projects
    .
  2. Double-click the project to assign the staff members to.
  3. In the Assigned section, turn on
    Staff
    .
  4. Select More options
  5. Select the staff members to assign to the project. The selected staff members will display in the assigned staff field.
    note
    If you're licensed for the Staff Management module, the system will assign the 1st staff member in the list as the
    Primary
     assigned. You can change this later.
  6. Select
    OK
     to save the entry.
note
The project will display in the
Project
 portlet on the
Staff dashboard
 for all staff assigned to the project.

Assign multiple staff members to a task

  1. Select
    Actions
    , then
    Manage Projects
    .
  2. Double-click the project containing the tasks to assign.
  3. Select the
    Tasks
     tab, then double-click the task you want to assign.
  4. In the Assigned section, turn on
    Staff
    .
  5. Select More options
  6. Select the staff members you want to assign to the project. The selected staff members will display in the assigned staff field.
    note
    If you're licensed for the Staff Management module, the system will assign the 1st staff member in the list as the
    Primary
     assigned. You can change this later.
  7. Select
    OK
     to save the entry.
note
The task will appear in the
Tasks
 portlet on the
Staff
 dashboard for all staff assigned to the task.

This article applies to:

  • PRODUCT: Practice CS