Allocate shifts

Once Tasks Management has been configured you can allocate shifts:

  1. Open the Plan tab.
  2. Select a work area or add a new work area. Each shift is held in a work area and a calendar. For example, work areas could be ‘London’, ‘Manchester’ and ‘Birmingham’.
  3. Select a calendar or add a new calendar. Each calendar holds team shifts made up of employees. Within ‘Manchester’, list calendars for ‘Headquarters’ and ‘Factory’.
  4. Click … in the calendar header:

  5. Select Tasks Management.

    6. The Tasks Management screen is displayed:

  6. Select a shift from the left hand menu:
  7. Click .
  8. Select the Project that you want to work with:
  9. Select the Task that you want to work with:

  10. Select the Work Type that you want to allocate:

    11. The work type is displayed in the Tasks Management screen:

  11. Click in the work type that you want to allocate staff quotas to.
  12. The work type skills and location requirements are displayed:

  13. Use the icons to determine the minimum and maximum staffing quota required for this task:

  14. You are now ready to assign staff to the task.