How to allocate tasks to staff

You schedule time in PlanRight by allocating tasks to staff members. 

1.  Click on the relevant task box, and drag it to the spot on the schedule that corresponds with the staff member who you want to complete the work

2.  Type in how many hours you want to assign to the staff member.

3.  Click on the sides of the task box, and expand or contract the box to set the time frame

4.  Click anywhere in the box to drag it to another spot in the schedule, or to another staff member

You’ll see the staff member’s other commitments, so you can allocate work accordingly.