Using Quick Assign to add Users to Project Tasks

One of the best new features we have added as part of ProWorkflow V8 is the ability to use Drag & Drop functionality. This can be seen through ProWorkflow in the Drag & Drop Timesheets, when you are uploading a file and when you would like to quickly assign Users to Tasks in your Projects.

Quick Assigning Users allows you to save time when creating Projects and assigning work to your Staff, Clients and Contractors in ProWorkflow.

• Simply select the User you would like to assign to a Task then drag their Contact over the Project Task and drop.
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• To assign a User to all Tasks in this Project drop their Contact in the green Assign to All Tasks box.

• To remove a User from all Tasks within a Project, drag their Contact onto the red box to Remove from All Tasks.

Video showing how to quick assign Users to Project Tasks.

This functionality can also come in handy when reassigning work to another staff member. If for example a Staff User leaves your company you can use Quick Assign to reassign their work to other staff members without losing your work or your mind. For further information view our video on using Quick Assign to reassign work.

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