Reallocate Tasks Quickly

You can use the Staff Scheduler quick reallocation tool to move a task from one employee to another.

To quickly reallocate work, complete the following steps:

  1. Click Menu > Manage Agency > Staff Scheduler.
  2. On the Staff Scheduler page, select the employee with whom the task that is to be moved is located.
    Tip: To use this functionality, TrafficLIVE does not require you to display the calendar of the employee to whom you want to move the task, but doing that helps.
  3. Select the task that you want to reallocate.
    Note: If you need to move all allocations of a task, you can click Grouping.
  4. Just below the calendar grid:
    1. In the Start field, set the date and time for where the reallocation should go.
    2. In the Staff field, use the drop-down to select the employee to whom you want to allocate the task.
  5. Click Apply.