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How do I assign a staff member to a to-do in the schedule?
How do I assign a staff member to a to-do in the schedule?

How to assign to-dos in the schedule

Updated over a week ago

Edition: Enterprise

User-level: Assistant Project Manager and above

How to assign a staff member to a to-do in the project schedule in Synergy.


To-dos can be assigned to staff members from the Schedule within a project. To assign a to-do to a staff member, follow the steps below:

1. Navigate to the project schedule (Project menu > Plan > Schedule)

2.2. Open up the corresponding stage, any to-dos added will be to the right of the task they were added against

3.Click on the to-do in the menu that opens on the right.

4.Search by staff name or scroll through the staff menu

5. Select the appropriate staff member responsible for the to-do. This will place the to-do in their queue.

6.Select the back arrow, the staff members profile picture will now appear to the right of this to-do.


Tips!

  • Pressing the backwards arrow will save any changes you make to the to-do!


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