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[Product Update] Assign Staff To Jobs In WorkflowMax for Android

When you’re in a meeting with your team, discussing the particulars of a certain job, trying to remember which staff member you’ve delegated to what job or task can be difficult, especially if you have multiple jobs on the go. 

You need a way of capturing and viewing this information instantly. WorkflowMax for Android makes this easy!

Assign Staff To Jobs in WorkflowMax Android

1 – Assign staff to a job

There are two easy ways to assign staff to a job – either by tapping “Assign staff” under the “Staff” section when viewing a job, or by tapping the ‘+’ symbol to bring up the quick pop up menu.

1. Job-assign-staff.png

From the list of available staff that can be assigned, just tap on a name to assign that staff member.

Assigned staff are denoted with a green tick. To remove or reassign staff, tap ‘reassign staff’ option.
 2. Job-view-assigned-staff.png

 NB: Allocated staff cannot be unassigned from a job and their name will appear greyed-out.

3. Job-view-assign-staff-with-allocated-staff.png

2 – Allocate staff to a task

In your tasks view, allocate staff to a task by tapping ‘allocate staff’.

4. Task-no-allocated-staff.png

5. task-view-allocated-staff-1.png 

NB: Only staff assigned to the job can be allocated to a task.

To make any further changes, swipe to remove, or tap to reallocate staff.

6. task-remove-or-reallocate.png

You can view allocated staff under the ‘staff’ section and if staff have allocated time, this will appear next to their name too.

7. task-view-allocated-staff-with-time.png

NB: You only will be able to make changes to staff allocation if your account settings, under the "time allocation" setting, is set to ‘Task’ (otherwise it will be view only). 

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 Assign Staff To Jobs in WorkflowMax Android