Managing Client Work

Editing Client Tasks
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. By default an imported task ...
Fri, 20 Mar, 2020 at 4:45 PM
Assigning Staff
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.  ...
Fri, 20 Mar, 2020 at 12:36 PM