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Assign crew to projects so they can clock in

Who can do this: Admin, Manager

By the end of this article, a crew member is assigned to a project. Assigning gives a crew member a project to work on: the project then shows on their home screen, and they can clock in to it. A crew member who is assigned to no project has nothing to clock in to.

Before you start​

  • Only an admin or a manager can assign crew to projects.
  • The crew member must already be on your team and show in the Crew list.
  • The project must be active. A project that is still a lead is not offered.

Steps​

  1. Open the crew list. On a computer or tablet, select Crew in the sidebar. On a phone, select More at the bottom of the screen, then select Crew.
  2. Select the crew member's name in the list. Their details open beside the list on a computer or tablet, and in a panel over the list on a phone.
  3. Under ASSIGNED JOBS, select + Assign to project….
  4. Choose the project.

What you see​

  • The project appears under ASSIGNED JOBS, with its address.
  • The crew member sees the project under "MY JOBS" on their home screen, and can choose it when they clock in.
  • To take a crew member off a project, select the trash can icon at the right of that project under ASSIGNED JOBS. The project leaves the list right away.

If something blocks you​

  • + Assign to project… is not shown under ASSIGNED JOBS. The crew member is already assigned to every active project. There is nothing more to assign until another project is active.