Allocating Staff to Project and Production Templates

WorkGuru allows you to pre-template project and production job staff allocation. This removes a full setup step when on-boarding a new project or production job when the same staff or teams always work on the same tasks.

• Staff Allocation by Template Task
• Template Task Allocation by Staff

Staff Allocation by Template Task

You can assign staff when creating  a new or editing an existing template. Expand the task and add your staff by searching their name in the Staff Allocation field. You can add multiple staff to a task by repeating the search. Repeat this process for all tasks on the template as required.

You can also easily assign multiple staff to a task using teams. Select the pre-defined team in the Staff Team dropdown. You can add multiple teams to the task if required.

Save the template when staff assignment is complete.

Template Task Allocation by Staff

You can assign a task member to multiple tasks using the Assign Users to Template Tasks function from the users dashboard Actions menu (Administration -> Users -> Actions).

You can then select the User you want to assign from the drop-down and then Search for either 

• The template name to assign the user to that template's task.
• The task name to assign the user to that task across multiple templates.

Use the check boxes to select the tasks required and click Assign User to Tasks to complete the allocation.