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
- SelectActions, thenManage Projects.
- Double-click the project to assign the staff members to.
- In the Assigned section, turn onStaff.
- Select
- Select the staff members to assign to the project. The selected staff members will display in the assigned staff field.noteIf you're licensed for the Staff Management module, the system will assign the 1st staff member in the list as thePrimaryassigned. You can change this later.
- SelectOKto 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
- SelectActions, thenManage Projects.
- Double-click the project containing the tasks to assign.
- Select theTaskstab, then double-click the task you want to assign.
- In the Assigned section, turn onStaff.
- Select
- Select the staff members you want to assign to the project. The selected staff members will display in the assigned staff field.noteIf you're licensed for the Staff Management module, the system will assign the 1st staff member in the list as thePrimaryassigned. You can change this later.
- SelectOKto save the entry.
note
The task will appear in the
Tasks
portlet on the Staff
dashboard for all staff assigned to the task.
