Assignments tab overview
Managers can use the Assignments tab to assign, order, and loosely schedule work for their staff. This tab can be useful when you want to do the following:
- View which schedule items are already assigned to staff members.
- View a summary of assigned hours for each staff member and then drill down to see the actual schedule items.
- Balance assignments across your staff.
- Indicate what order you want your staff to work on assigned schedule items.
- View how many scheduled hours each staff person has over a particular time frame.
Depending on your workflow, your firm may need to use this tab for only some of these activities.
Schedule Items pane
This pane shows all schedule items for the date range you select. The
Schedule Items
and Urgent
subtabs list all of the schedule items within your selected date range and other criteria. By default, the selected date is today’s date. - TheUrgenttab appears only if you have it turned on in your user preferences.
- Select thePinbutton to show or hide the Schedule Items pane. You can also right-click theSchedule Itemsheading and selectAuto Hide.
- Double-click theSchedule Itemsheading to dock or undock the pane and move it to another part of the screen or to a 2nd monitor. You can also right-click the heading and selectFloatingto dock or undock the pane.
Staff
The staff section of the tab shows selected staff members and their current assignments, with a variety of display and filter options. You can select to see all current staff assignments regardless of date range, or limit the assignments to target date range or scheduled date range.
note
The
All
and Target Date Range
options don’t include any scheduled dates; these views are meant for assigning and ordering work items.You can also display staff assignments in either Tiles or Grid mode. Select
View
and select Grid
or Tiles
from the dropdown list to select a view.You can right-click the staff section in both Tiles and Grid mode and select Options from the context menu commands to arrange the screen to suit your needs.
Menu command | Purpose |
|---|---|
Infotip | Specify how you want the Infotip to appear: Instant, Short Delay, Long Delay, or None. This command is available on all 3 scheduling tabs. |
Increase Panel Width / Decrease Panel Width | Change the tile width |
Maximum Large Tiles | Specify the number of maximized tiles (1-4) that can be displayed at the same time. Select the Maximize button in the corner of a tile to maximize that tile. |
Maximum Tile Rows | Specify the number of rows of tiles (1-4) that can be displayed at the same time. |
Large Tile Position | Specify where a tile should appear (Left, Right, Top, Bottom) when you maximize it. |
Tile Animation | Select Enable or Disable . Controls whether tiles snap immediately to a new size or position or move gradually when you drag and drop or resize them. |
