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:
- Go to Scheduling > Calendar.
- Click More.
- Select Assign Teams.
- Drag Unassigned Resources from the left onto Teams on the right. Continue moving Resources as needed.
- Select a different date if you would like to update Team Assignments for a different date.
- 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.