Assign staff to schedule items
In Practice CS, schedule items are anything that can be scheduled for and assigned to 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
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
window to assign a staff member to the selected schedule item.To access the 
next to the
Assigned Staff
window, select More
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
window.- 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 can only be assigned to 1 staff member.
- Use theSelectbutton to move the selected staff members to the right pane of the window.
- SelectOKto complete the assignment and close theAssigned Staffwindow.
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, use the
Select All
button.
