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How can I create staff tasks profiles, create new tasks, and assign this profile to an employee?

To create a job profile, assign the profile or create new tasks, first go to the "Staff" menu and then select "Task Profiles" from the drop down menu.

 Now you will be able to see a list of the job profiles that are already created. To add a new job profile click the "Add" button. 

Name the job profile in the "Employee Role" text box. And press the "Add Task" button.

A pop-up will appear where you write a new task. Write the name of the task you wish to add, a 2 letter code, the duration in minutes and the color of the task. If the task require an interaction with a member check the box "requires a member." Lastly, choose from the drop down list if this task should be repeated (never, defined by user, each day, every 2 weeks). Once you have filled in the fields, press the "Accept" button to save your changes. Repeat the process until you have created all the tasks you want in that profile.

 

Next press the "Save" button.

Once you have created all of the tasks, go to the "Staff" Menu and select "List" from the drop down menu. Select the employee you wish to assign the profile and go to the "Tasks Profile" tab in the staff profile. Check the box of the task profile you wish to assign and save your changes. 

 

 

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