{"_id":"5789b0ab7a572c0e0012026d","parentDoc":null,"category":{"_id":"5789af53d7bf751900e3cbe1","version":"56539c428b050e2100f006cd","__v":0,"project":"56539c418b050e2100f006ca","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-07-16T03:51:47.201Z","from_sync":false,"order":3,"slug":"jobs","title":"Jobs"},"project":"56539c418b050e2100f006ca","user":"55ef2835e7f5490d000c0e4f","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":12,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"__v":2,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-07-16T03:57:31.221Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Editing Client Tasks\"\n}\n[/block]\nClicking on a job also allows you to edit the details of a task within that job. \nHere you can:\n-\tChange the [type of task](http://help.planrightapp.com/docs/task-types#task-types). By default an imported task will be set to **Variable**, this can be overwritten by setting Task Defaults.\n-\tSet the hours of effort assigned to each staff allocated to the task. \n-\tAssign & un-assign staff to tasks individually or by bulk.\n-\tSet the **Planned Date** and **Due Date**.\n-\tSet a **Code**. This is a three letter identifier to help you find your task and is displayed on the **Planner** as the bold heading of the task; and on the **Dashboard** in brackets after the task title.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Assigning Staff\"\n}\n[/block]\nWhen a job is allocated to any number of staff members in WFM/XPM, the staff's initials will display next to that job's tasks in PlanRight. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/2bd9c78-Screen_Shot_2016-07-27_at_2.38.14_PM.png\",\n        \"Screen Shot 2016-07-27 at 2.38.14 PM.png\",\n        760,\n        276,\n        \"#3b5973\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\n Selecting a staff member's initials & clicking **Save** will assign the task to that staff member.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/6884536-Screen_Shot_2016-07-27_at_2.46.06_PM.png\",\n        \"Screen Shot 2016-07-27 at 2.46.06 PM.png\",\n        764,\n        254,\n        \"#dfe2e3\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\nYou can also assign a task to multiple staff. To do this, click **Add Staff Member**, select another staff member's initials and click **Save**. This will sync back to WFM and will update the staff allocation in the WFM copy of the task too. Doing this also allows you to split the effort however you want between staff members. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/c782c9e-Screen_Shot_2016-07-27_at_3.11.25_PM.png\",\n        \"Screen Shot 2016-07-27 at 3.11.25 PM.png\",\n        757,\n        302,\n        \"#dfe2e5\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\nThere are times when you may want to allocate more staff members to jobs than what is allocated in WFM or you may want to replace a staff member. The **Bulk Assign Staff Members** feature makes this possible. While viewing a client's jobs, click **Bulk Assign Staff Members to Tasks**.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/086c961-Screen_Shot_2016-08-03_at_11.54.08_AM.png\",\n        \"Screen Shot 2016-08-03 at 11.54.08 AM.png\",\n        508,\n        427,\n        \"#e4eaee\"\n      ],\n      \"sizing\": \"original\"\n    }\n  ]\n}\n[/block]\nYou'll see a list with all the active jobs for that particular client. Select a staff person from the **Assign Staff Member** list and then select which jobs you want to assign them to. You can also assign them to all the jobs for that client by ticking the **Assign** option as shown in the screenshot below. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/b3e095a-Screen_Shot_2016-08-03_at_12.01.52_PM.png\",\n        \"Screen Shot 2016-08-03 at 12.01.52 PM.png\",\n        510,\n        426,\n        \"#e6ecf1\"\n      ],\n      \"sizing\": \"original\"\n    }\n  ]\n}\n[/block]\nIt's also easy to replace a currently assigned staff person with another. In the example below, Lance will be removed from the job Custom Motif July and replaced with SA.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/e2361c4-Screen_Shot_2016-08-03_at_12.08.01_PM.png\",\n        \"Screen Shot 2016-08-03 at 12.08.01 PM.png\",\n        509,\n        426,\n        \"#e4eaef\"\n      ],\n      \"sizing\": \"original\"\n    }\n  ]\n}\n[/block]\nClick **Save** and all your staff allocations will be synced back to update the corresponding jobs in WFM.","excerpt":"","slug":"managing-client-work","type":"basic","title":"Managing Client Work"}

Managing Client Work


[block:api-header] { "type": "basic", "title": "Editing Client Tasks" } [/block] Clicking on a job also allows you to edit the details of a task within that job. Here you can: - Change the [type of task](http://help.planrightapp.com/docs/task-types#task-types). By default an imported task will be set to **Variable**, this can be overwritten by setting Task Defaults. - Set the hours of effort assigned to each staff allocated to the task. - Assign & un-assign staff to tasks individually or by bulk. - Set the **Planned Date** and **Due Date**. - Set a **Code**. This is a three letter identifier to help you find your task and is displayed on the **Planner** as the bold heading of the task; and on the **Dashboard** in brackets after the task title. [block:api-header] { "type": "basic", "title": "Assigning Staff" } [/block] When a job is allocated to any number of staff members in WFM/XPM, the staff's initials will display next to that job's tasks in PlanRight. [block:image] { "images": [ { "image": [ "https://files.readme.io/2bd9c78-Screen_Shot_2016-07-27_at_2.38.14_PM.png", "Screen Shot 2016-07-27 at 2.38.14 PM.png", 760, 276, "#3b5973" ], "sizing": "full" } ] } [/block] Selecting a staff member's initials & clicking **Save** will assign the task to that staff member. [block:image] { "images": [ { "image": [ "https://files.readme.io/6884536-Screen_Shot_2016-07-27_at_2.46.06_PM.png", "Screen Shot 2016-07-27 at 2.46.06 PM.png", 764, 254, "#dfe2e3" ], "sizing": "full" } ] } [/block] You can also assign a task to multiple staff. To do this, click **Add Staff Member**, select another staff member's initials and click **Save**. This will sync back to WFM and will update the staff allocation in the WFM copy of the task too. Doing this also allows you to split the effort however you want between staff members. [block:image] { "images": [ { "image": [ "https://files.readme.io/c782c9e-Screen_Shot_2016-07-27_at_3.11.25_PM.png", "Screen Shot 2016-07-27 at 3.11.25 PM.png", 757, 302, "#dfe2e5" ], "sizing": "full" } ] } [/block] There are times when you may want to allocate more staff members to jobs than what is allocated in WFM or you may want to replace a staff member. The **Bulk Assign Staff Members** feature makes this possible. While viewing a client's jobs, click **Bulk Assign Staff Members to Tasks**. [block:image] { "images": [ { "image": [ "https://files.readme.io/086c961-Screen_Shot_2016-08-03_at_11.54.08_AM.png", "Screen Shot 2016-08-03 at 11.54.08 AM.png", 508, 427, "#e4eaee" ], "sizing": "original" } ] } [/block] You'll see a list with all the active jobs for that particular client. Select a staff person from the **Assign Staff Member** list and then select which jobs you want to assign them to. You can also assign them to all the jobs for that client by ticking the **Assign** option as shown in the screenshot below. [block:image] { "images": [ { "image": [ "https://files.readme.io/b3e095a-Screen_Shot_2016-08-03_at_12.01.52_PM.png", "Screen Shot 2016-08-03 at 12.01.52 PM.png", 510, 426, "#e6ecf1" ], "sizing": "original" } ] } [/block] It's also easy to replace a currently assigned staff person with another. In the example below, Lance will be removed from the job Custom Motif July and replaced with SA. [block:image] { "images": [ { "image": [ "https://files.readme.io/e2361c4-Screen_Shot_2016-08-03_at_12.08.01_PM.png", "Screen Shot 2016-08-03 at 12.08.01 PM.png", 509, 426, "#e4eaef" ], "sizing": "original" } ] } [/block] Click **Save** and all your staff allocations will be synced back to update the corresponding jobs in WFM.