Allocate a Task to an Employee

You can allocate a task to an employee using Staff Scheduler.

To allocate a task to an employee, complete the following steps:

1. Click Menu > Manage Agency > Staff Scheduler.
2. On the Staff Scheduler page, select the employee to whom you want to allocate a task.
3. In the Staff Scheduler sidebar, click on the task that you want to allocate.
4. Use the Info section at the bottom of the Task Search tab to adjust the allocation length (optional).
5. Drag and drop the task onto the calendar. The number of hours that you specified in step 4 are placed on the employee's calendar.
6. Click Save.