Edit Team Assignments

You can set the day's Team Assignments directly from the Calendar. If you're working from a Resource view on the Calendar, it's easy to see which of the day's Jobs are not yet assigned.

To set Team Assignments, follow these steps:

  1. Go to Scheduling > Calendar.
  2. Click More
  3. Select Assign Teams


  4. Drag Unassigned Resources from the left onto Teams on the right. Continue moving Resources as needed.


  5. Select a different date if you would like to update Team Assignments for a different date.

  6. This overlay saves automatically. Click the X in the upper right corner to close when finished.

Note: Team Assignments made on the Calendar only affect the day in the current view. For example, if the date is 7/13 the change will only go into effect on 7/13.  You can make Team assignments for any date as long as you specify it in the "Date" field. Default Team Assignments can be made from the Teams page.

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