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How can I select multiple staff for tasks or jobs?

How can I select multiple staff for tasks or jobs?

Michael O'Riley avatar
Written by Michael O'Riley
Updated over 3 years ago

In Streamtime there is the ability to assign multiple staff members to Jobs and to Tasks.

Assigning Staff to Jobs

To assign multiple staff as Job Owners go to Jobs > Overview and either click on the All button to assign all staff to this Job.

Or alternatively, if you wish to only assign select staff members as Job owners then click the drop down arrow next to the Owners field.

By holding down the Alt key and then clicking into the Owners field, you will be able to select multiple staff by clicking on each Staff members' initials.

Remember: to keep the Alt key pressed down while you make your selection.

Once you have made the selection, you will see the staff members' initials in the Owners field.

Assigning Staff to Tasks

To assign multiple staff to Tasks go to Jobs > Notes & Tasks and by holding down the Alt key and then clicking into the Staff field, you will be able to select multiple staff by clicking on each Staff member's initials.

Please Note: If more than one person is assigned the same task then only one person can use the record time entry function at any one time. If more than one person is assigned to one task you may want to consider splitting the task in two or using the Add Time and Materials button (+ button).

Using Streamtime Web

In Streamtime Web it's easy to assign multiple staff on a task. When creating new tasks or modifying existing tasks, simply click on the staff icons or "team" in the popup window.

If you have a lot of staff and you need to create internal tasks, like public holidays or team building, that need to be assigned to all staff, it's probably better to do this via the web interface.

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