The Schedule Items portlet is available on the Staff and Client Dashboards.

This portlet shows all of the schedule items assigned to the current staff member (Staff Dashboard) or for the selected client (Client Dashboard)

You can click a schedule item in the portlet to open the item. If you have security privileges to view the Manage Staff screen, you can click the title bar to jump to the Schedule Items tab of the Manage Staff screen.

Staff Dashboard only: To request additional work, click the Assign Next in Work Queue button. The application will assign a to-do item, project, task, or scheduled phone call to the current staff member based on the staff qualifications set for the item. The application will assign the item with the earliest start date and highest priority first.

Related topics

Selecting portlets for a dashboard

Portlets overview

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