This article applies to:

Assign schedule items in Schedules tab

To assign schedule items in the Schedules tab, follow these steps.

In the Manage Staff screen, select the Schedules
tab.

Do one of the following:

Select the Schedule Items
subtab to display the schedule items assigned to the selected staff member for the chosen date range.

Select the Potential
subtab to display unassigned schedule items that the staff member is qualified to work on.

Select the Urgent
subtab to display all schedule items flagged as urgent, regardless of date range.

note

Schedule items are marked urgent based on your user preferences. Select the Expand
button to learn why the schedule item is considered urgent.

.

Select a schedule item from the list.

To assign the selected item to a staff member, do one of the following:

Select the item and drag it to the staff member’s calendar in the Staff Schedules pane.

Right-click the schedule item and select Schedule <schedule item>
. Use the Scheduling window to add the schedule item to the staff calendar.

Double-click the item and manually add an assigned staff member.