You may have certain members that are willing to participate in this task. You can record these members against the task by clicking the ‘Will do’ tab on the Task screen.
Click the ‘Add People’ button.
You will see the following form:
Put a tick next to the names of any people who are willing to participate in the task from the Person drop down menu. Then click anywhere on the page to close the drop-down list.
Next enter the ‘From’ and ‘To’ dates that they are willing to complete the task during.
Add any further information in the ‘comments’ box.
When you are done, click the Save button.
You can also add ‘Member rules’ to determine if there are particular people who prefer to work together (for instance a husband and wife who can travel together), or if they would prefer not to work together (for instance parents who need to share the childcare), to make it easier for you when creating shifts.
You can set these rules by clicking the ‘Member Rules’ tab on the Task screen.
Click the ‘Add Member Rule+’ button
Use the ‘Person’ and ‘Opposite person’ dropdown menus to select the two people you would like to create this rule for.
Use the ‘Preference type’ dropdown menu to select the degree to which the two people are recommended to work together. The four options are as follows:
- Always wants to work with
- Is unable to work with
- Would prefer to work with
- Would prefer not to work with
When you are creating your shift schedule, you will be reminded of these rules. For example, if you try to put two people on a shift together who have requested that they do not want to work together.