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Creating Daily Staff Assignments In Dibcase


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Step 1: Add the owner or supervisor as a client

Step 2: Create a task template with your normal daily tasks

Step 3: On owner or supervisor's page, add task and add today's date

Step 4: Adjust assignments based on staff availability and priorities

Benefits:

  • Employees can immediately see what their daily assignments are when they login to Dibcase
  • When sub-task is completed, it will show which employee actually completed the task
  • Employees can comment and add notes about results
  • Daily assignments will be visible on supervisor's page
  • Daily assignments will show on Dashboard and Task List page for all involved employees
  • New assignments can be dynamically added, deleted, or reassigned on a daily basis

VIDEO COMING SOON

Dashboard view of Today's Firm Assignments

968227238_ScreenShot2021-12-31at7_02_20AM.thumb.png.7e22f6460ca64ee05d3c0a4edcf7bdc7.png

Image" Task List Page filtered by date and tag

1934163743_ScreenShot2021-12-31at7_03_09AM.thumb.png.5d24c310d2979a4a9d513a44c016a0ef.png

 

Image: Opening the daily assignments task template

109706628_ScreenShot2021-12-31at7_04_18AM.thumb.png.1f94fc7228608faa18569a184cf8187c.png

 

 

 

 

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