Accountants Enterprise with Practice Manager only You can setup the application to add employees to an Assignment Team automatically or you can select team members manually. UI Expand |
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expanded | true |
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title | To manually add an employee to an assignment team |
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| Find and open the assignment. See Finding and opening assignments. The Assignment Details page opens. Click the Main tab. In the Assignment Team panel: Find the employees you want assign to the team. Select a responsibility for the employees from the Responsibility field drop-down.
Click OK to save the changes on the Assignment Details page > Main tab.
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