{"id":6350,"date":"2023-11-22T09:55:59","date_gmt":"2023-11-22T13:55:59","guid":{"rendered":"https:\/\/timesheet.dovico.com\/blog\/?p=6350"},"modified":"2024-01-16T11:50:42","modified_gmt":"2024-01-16T15:50:42","slug":"dovico-timesheet-quick-assign","status":"publish","type":"post","link":"https:\/\/timesheet.dovico.com\/blog\/2023\/11\/22\/dovico-timesheet-quick-assign\/","title":{"rendered":"Dovico Timesheet Quick Assign"},"content":{"rendered":"\n<p>We\u2019re pleased to announce that a new <strong>Quick Assign<\/strong> view has been created for <a href=\"https:\/\/www.dovico.com\" target=\"_blank\" rel=\"noreferrer noopener\">Dovico Timesheet<\/a> that allows you to assign or unassign employees across projects quickly!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"494\" src=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-1024x494.png\" alt=\"The new Quick Assign view in Timesheet\" class=\"wp-image-6351\" srcset=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-1024x494.png 1024w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-400x193.png 400w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-150x72.png 150w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-768x371.png 768w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The new Quick Assign view is made possible thanks to a feature we released earlier this year, where tasks can now remain linked to a task template. If you\u2019d like to learn more about that feature, the following article walks you through how it works: <a href=\"https:\/\/timesheet.dovico.com\/blog\/2023\/05\/09\/dovico-timesheet-updates-for-may-2023\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/timesheet.dovico.com\/blog\/2023\/05\/09\/dovico-timesheet-updates-for-may-2023\/<\/a><\/p>\n\n\n\n<p>This article covers:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Creating tasks for the selected projects from the selected task templates<\/li><li>Assigning employees to tasks that are linked to the selected task templates<\/li><li>Unassigning employees from tasks that are linked to the selected task templates<\/li><\/ul>\n\n\n\n<p>If you\u2019re a Professional or Premium customer, you can access this view via the <strong>Projects &amp; Employees<\/strong> menu item as shown in the following image.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"389\" src=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/menu-item-1-1024x389.png\" alt=\"The Quick Assign menu item's location.\" class=\"wp-image-6359\" srcset=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/menu-item-1-1024x389.png 1024w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/menu-item-1-400x152.png 400w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/menu-item-1-150x57.png 150w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/menu-item-1-768x292.png 768w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/menu-item-1.png 1251w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you\u2019ve used the previous version of Timesheet, you may be familiar with the Quick Assign view that was there. There are similarities with how this new view works but also some differences that I\u2019ll explain.<\/p>\n\n\n\n<p>With this view, there are two approaches that you can use when setting up your projects:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Create just the tasks for the project and assign the employees at a later date. This can be useful if you know that a project will be needed but you haven\u2019t yet determined who will work on it.<\/li><li>Or, you can create the tasks and assign the employees all at once.<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>Let\u2019s take a look at the first approach and create only the tasks on the projects.<\/p>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block stk-0193f01\" id=\"creating-tasks-for-the-selected-projects\" data-block-id=\"0193f01\"><style>.stk-0193f01{margin-bottom:23px !important}<\/style><h3 class=\"stk-block-heading__text\">Creating tasks for the selected projects<\/h3><\/div>\n\n\n\n<p>If you only want tasks created for the selected projects, you can do that by not selecting any employees in the Employees list and then pressing the Assign button as shown in the following image.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"494\" src=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Create-Tasks-2-1024x494.png\" alt=\"The steps needed to assign only tasks to the selected project.\" class=\"wp-image-6363\" srcset=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Create-Tasks-2-1024x494.png 1024w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Create-Tasks-2-400x193.png 400w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Create-Tasks-2-150x72.png 150w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Create-Tasks-2-768x370.png 768w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Create-Tasks-2.png 1250w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>For each selected project, a task will be created if the project doesn\u2019t yet have a task linked to the selected task template.<\/p>\n\n\n\n<p>As shown in the following image, a processing dialog will be displayed when you do an assignment or unassignment to let you know how things are progressing. Your employees will still be able to log in and continue using the software while the processing is happening but, because it\u2019s possible to select a large number of items, this could take some time and you won\u2019t be able to use this employee while the tasks are proceeding.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"493\" src=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-processing-1-1024x493.png\" alt=\"The processing dialog shown in the Quick Assign view while an assignment or unassignment is in progress.\" class=\"wp-image-6357\" srcset=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-processing-1-1024x493.png 1024w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-processing-1-400x193.png 400w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-processing-1-150x72.png 150w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-processing-1-768x370.png 768w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign-view-processing-1.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The next thing that we\u2019ll look at is assigning employees to tasks.<\/p>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block stk-86eb93a\" id=\"assigning-employees-to-the-tasks-that-are-linked-to-the-selected-task-templates\" data-block-id=\"86eb93a\"><h3 class=\"stk-block-heading__text\">Assigning employees to the tasks that are linked to the selected task templates<\/h3><\/div>\n\n\n\n<p>For this step, choose which projects and task templates that you want the selected employees to be assigned to. Then, press the Assign button as shown in the following image.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"494\" src=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Assign-Employees-1-1024x494.png\" alt=\"The steps needed to assign employees to the selected tasks and projects.\" class=\"wp-image-6364\" srcset=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Assign-Employees-1-1024x494.png 1024w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Assign-Employees-1-400x193.png 400w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Assign-Employees-1-150x72.png 150w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Assign-Employees-1-768x370.png 768w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Assign-Employees-1.png 1250w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Because a project can have multiple tasks linked to the same task template, the selected employee will be assigned to all tasks linked to the selected task template of the selected project.<\/p>\n\n\n\n<p>When assigning employees, if a project doesn\u2019t yet have a task linked to the selected task template, the task will be created before the employees are assigned to it.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Being able to add tasks and employees to a project is great but there are times when someone may need to be removed from a task so let\u2019s take a look at how that\u2019s accomplished with this view.<\/p>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block stk-734e131\" id=\"unassigning-employees-from-tasks-that-are-linked-to-the-selected-task-templates\" data-block-id=\"734e131\"><h3 class=\"stk-block-heading__text\">Unassigning employees from tasks that are linked to the selected task templates<\/h3><\/div>\n\n\n\n<p>To unassign employees from a task, select the project and task template you wish to modify, select the employee you want to unassign, and then press the Unassign button as shown in the following image.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>WARNING:<\/strong> Because a project can have multiple tasks linked to the same task template, the selected employee will be unassigned from <em>all <\/em>tasks that are linked to the selected task template of the selected project.<\/p><\/blockquote>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"494\" src=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Unassign-Employee-1-1024x494.png\" alt=\"The steps needed to unassign employees from tasks linked to the selected task templates and projects.\" class=\"wp-image-6358\" srcset=\"https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Unassign-Employee-1-1024x494.png 1024w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Unassign-Employee-1-400x193.png 400w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Unassign-Employee-1-150x72.png 150w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Unassign-Employee-1-768x370.png 768w, https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2023\/11\/Quick-Assign_Unassign-Employee-1.png 1250w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you have used the Quick Assign view in the earlier version of Timesheet, <meta charset=\"utf-8\">the process of unassigning tasks in the current version is different. Tasks cannot be unassigned in this view. In this view, <meta charset=\"utf-8\">when doing an unassign, you must always select at least one employee.<\/p>\n\n\n\n<p>If you need to remove a task from a project, you need to edit the project in the Projects view and delete the task there.<\/p>\n\n\n\n<p>Just a warning though, that deleting tasks will also delete any time entries associated with them.<\/p>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block stk-0378417\" id=\"conclusion\" data-block-id=\"0378417\"><h3 class=\"stk-block-heading__text\">Conclusion<\/h3><\/div>\n\n\n\n<p>It\u2019s my hope that this new Dovico Timesheet Quick Assign view will help make managing your projects easier. As always, please let us know if you have any <a href=\"https:\/\/www.dovico.com\/contact\" target=\"_blank\" rel=\"noreferrer noopener\">feedback or suggestions for improvement<\/a>.<\/p>\n\n\n\n<p>If you\u2019re not yet using Timesheet, check out our pricing page where you can sign up for a free 30-day trial to see if Timesheet is right for you: <a href=\"https:\/\/www.dovico.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.dovico.com\/pricing<\/a><\/p>\n\n\n\n<p>Gerard Gallant,<br>CIO of <a href=\"https:\/\/www.dovico.com\" target=\"_blank\" rel=\"noreferrer noopener\">Dovico Software<\/a><\/p>\n\n\n\n<div class=\"wp-block-ugb-divider ugb-divider ugb-25598b6 ugb-divider--v2 ugb-divider--design-basic ugb-main-block\"><style>.ugb-25598b6 hr.ugb-divider__hr{margin-left:auto !important;margin-right:auto !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><hr class=\"ugb-divider__hr\"\/><\/div><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-stay-informed\">Stay informed!<\/h3>\n\n\n\n<p>For more information on how and when regular maintenance is performed on Dovico servers, please check out our&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.dovico.com\/policy\" target=\"_blank\">Maintenance Window Policy<\/a>.<\/p>\n\n\n\n<p>Please let us know if you are experiencing any issues with our software or have suggestions about how we can improve your experience by&nbsp;<a href=\"https:\/\/www.dovico.com\/support\">contacting our friendly support team<\/a>.<\/p>\n\n\n\n<p>Please reach out with any questions or feedback!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019re pleased to announce that a new Quick Assign view has been created for Dovico Timesheet that allows you to assign or unassign employees across projects quickly! The new Quick Assign view is made possible thanks to a feature we released earlier this year, where tasks can now remain linked to a task template. If you\u2019d like to learn more about that feature, the following article walks you through how it works: https:\/\/timesheet.dovico.com\/blog\/2023\/05\/09\/dovico-timesheet-updates-for-may-2023\/ This article&#8230;<\/p>\n","protected":false},"author":6,"featured_media":4216,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[215],"tags":[],"class_list":["post-6350","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-enhancements-and-fixes"],"featured_image_urls_v2":{"full":["https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august.png",1200,628,false],"thumbnail":["https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august-150x150.png",150,150,true],"medium":["https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august-300x157.png",300,157,true],"medium_large":["https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august-768x402.png",768,402,true],"large":["https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august-1024x536.png",1024,536,true],"1536x1536":["https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august.png",1200,628,false],"2048x2048":["https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august.png",1200,628,false],"thoughts-blog":["https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august-700x500.png",700,500,true],"thoughts-header":["https:\/\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august.png",1200,628,false]},"post_excerpt_stackable_v2":"<p>We\u2019re pleased to announce that a new Quick Assign view has been created for Dovico Timesheet that allows you to assign or unassign employees across projects quickly! The new Quick Assign view is made possible thanks to a feature we released earlier this year, where tasks can now remain linked to a task template. If you\u2019d like to learn more about that feature, the following article walks you through how it works: https:\/\/timesheet.dovico.com\/blog\/2023\/05\/09\/dovico-timesheet-updates-for-may-2023\/ This article covers: Creating tasks for the selected projects from the selected task templatesAssigning employees to tasks that are linked to the selected task templatesUnassigning employees from&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/timesheet.dovico.com\/blog\/category\/enhancements-and-fixes\/\" rel=\"category tag\">Enhancements and Fixes<\/a>","author_info_v2":{"name":"Gerard Gallant","url":"https:\/\/timesheet.dovico.com\/blog\/author\/ggallant\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dovico Timesheet Quick Assign - Dovico Blog<\/title>\n<meta name=\"description\" content=\"We are delighted to introduce a new feature to make project management easier for you in the Dovico Timesheet Quick Assign view.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/timesheet.dovico.com\/blog\/2023\/11\/22\/dovico-timesheet-quick-assign\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Blog | Dovico Timesheet Quick Assign\" \/>\n<meta property=\"og:description\" content=\"We\u2019re pleased to announce that a new Quick Assign view has been created for Dovico Timesheet that allows you to assign or unassign employees across projects quickly!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/timesheet.dovico.com\/blog\/2023\/11\/22\/dovico-timesheet-quick-assign\/\" \/>\n<meta property=\"og:site_name\" content=\"Dovico Blog\" \/>\n<meta property=\"article:published_time\" content=\"2023-11-22T13:55:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-16T15:50:42+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/timesheet.dovico.com\/blog\/wp-content\/uploads\/2020\/08\/new-update-august.png?fit=1200%2C628&ssl=1\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"628\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Gerard Gallant\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Gerard_Gallant\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Gerard Gallant\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/timesheet.dovico.com\/blog\/2023\/11\/22\/dovico-timesheet-quick-assign\/\",\"url\":\"https:\/\/timesheet.dovico.com\/blog\/2023\/11\/22\/dovico-timesheet-quick-assign\/\",\"name\":\"Dovico Timesheet Quick Assign - 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