Temporary Team Assignments

You can assign Resources to teams permanently or temporarily. This allows you maximum flexibility when assigning daily work. You can visit our Help Center to learn more about permanent team assignments.

Permanent Team Assignments are optional. It's a safeguard to help make sure daily work is assigned to someone for completion. You can also override the default Team Assignment settings or add resources to a Team from the Dispatch Board or the Calendar. To do this, follow these steps:

From the Dispatch Board

1. Go to Scheduling > Dispatch Jobs.
2. Go to the day you want to edit Team assignments for.
   
   Note: This will not work for a date range. A Team can only be updated on a daily basis.
3. Click More and select Assign Teams. 
   
   
   
   
4. Make sure the date in the date field is correct. 
   
   
   
   
5. Click and drag Resources to the correct Teams.
6. Click the X in the corner of the overlay to close it. Changes will save automatically. 

From The Calendar

1. Go to Scheduling > Calendar.
2. Click More and select Assign Teams.
3. Make sure the date in the date field is correct. 
   
   
   
   
4. Click and drag Resources to the correct Teams.
5. Click the X in the corner of the overlay to close it. Changes will save automatically.