In this article, you will learn how to assign tasks to your staff (workers) through Schedule Assistant.
Assign A Task To Your Staff
1. Click on Schedule Assistant
Navigate to Execute->Schedule Assistant
2. Schedule Assistant Overview
This is Schedule Assistant. On the left, you have all your plan areas and tasks dashboard that shows you what tasks are due
3. Assignments Overview
On the right-hand side of Schedule Assitant, you see all your staff and their assignments for the day.
4. Click On Due Today
We have 1 task currently due to be completed today on our Greens. Click on the green box.
5. Tasks Filter for Greens
Now you can only see the tasks that are Due Today for your greens. Let's go ahead and assign the Test Clean task to a couple of workers.
6. Click on the Assign task icon
The right and left arrow in the Action column will let you assign this task to one or more of your staff members.
7. This is the task Assignment screen
This screen allows you to set up your task assignment.
8. Let's Assign a Staff Member
In the Workers tab, click on the dropdown and select a staff member to assign this task to. Don't worry we can assign more than one.
9. Here we will select Jamie Leonard
10. Assign a second Staff member
Let's go ahead and assign a second staff member. Click in the drop-down again.
11. Let's select Tyree Curtis
12. Staff Notes
Now that your staff assignments have been made you can enter individual notes for your staff members.
13. Assign Equipment
You can also assign which piece of equipment you would like for them to use on the task. Click in the dropdown to see a list of all your equipment.
14. Select a piece of equipment
Here we will assign Tyree Rough Mower #3
15. Change Estimated Hours
It is easy to change the estimated hours for a task. Simply change the number in the Estimated Hours box and Schedule Assistant will evenly spread the hours out across your assigned staffers.
16. Modify individual hours
If you need you can change the individual hours for each worker as well. Don't worry, Schedule Assistant will make sure the overall Estimated Hours for the tasks are accurate.
17. Now we have our workers assigned
18. Click on Save
Click on the save button to finish the assignment.
19. Staff Assignments Updated
Now you will see both Jamie and Tyree have 1.5 hours assigned to them for the day in the Assignments section.
20. Expand To See Tasks
To see what Jamie has been assigned for the day simply click the > beside his name and you will see the tasks assigned.
21. Here is Jamie's Assignments for the day
