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 impor...
Thu, 14 Nov, 2024 at 10:03 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.  ...
Thu, 14 Nov, 2024 at 10:04 PM