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How to assign individual staff to shifts via the Project Page

Staff can be dragged from the sidebar into a vacant shift if the staff member is qualified and available to work.

Updated over 2 years ago

Step 1: Select a Project on the Projects Page

  • Open your project management software.

  • Click on the "Projects" page.

  • Choose a project from the list on the left.

  • Click on the project's name to select it.

Step 2: Highlight a Shift

  • Click on the shift you want to assign a staff member to.

Step 3: Search for Staff in the Sidebar

  • On the bottom left, find and select the "Search Staff" function.

  • Locate the staff member you want to assign by searching.

Step 4: Drag Staff to the Vacant Shift

  • Drag and drop the staff member to the bottom section to assign them to the selected shift.

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