Adding assignments requires View-Edit permissions.

Ready to start scheduling time? No problem!

You’ll do that by creating time assignments. Assignments are a period of time measured in hours per day. You’ll schedule them to a person for a particular project.

First, you’ll need to create a project in order to assign time to it. After that, just follow the steps below!

Adding Assignments by Project

  1. Head to the Navigation Menu > Schedule, then click the Projects button to see the Project View (this is your default view, so you may already be here!).
  2. Click on the project you’d like to schedule time for. The project will expand.
  3. Use one of the following methods to create a new assignment:
    • If the person you’re adding time to is listed, simply click and drag to the right of their name over the days you’d like the assignment to last, starting with the first day. 
    • If the person isn’t listed there, click and drag to the right of the Assign Person dropdown over the days you’d like the assignment to last, starting with the first day. Choose the person and click Add Assignment
    • You can also click the Assign Person dropdown to create an assignment for a new person. Simply select the person from the list. An assignment will be added for them today.
  4. When the assignment is created, an Assignment Form will appear: 

    • Confirm the number of Hours/Day and the Dates that this person will work on the project. Keep in mind, you can also enter the Total Hours for a given assignment length—which comes in handy if you need to add an assignment by hours per week, hours per month, etc.
    • Enter any details or related links into the Notes field. If you enter notes, a Notes Icon will appear on the assignment that can be hovered over to reveal the text.
      • View-Only members of your team will also be able to access these notes, so you may wish to link to a to-do or task associated with the assignment, or give details about the assignment that they should know.
    • Confirm the assignment is for the correct Person. If you need to reassign the assignment to a different user, use the Person dropdown menu.
    • If the assignment should be repeated or is recurring, check Repeat weekly and select the number of weeks it should repeat. Keep in mind, you can’t repeat an assignment that is more than 5 days long.
  5. Click Save Assignment to save any changes you’ve made. 

Adding Assignments by Person

  1. Head to Navigation Menu > Schedule, then click the Team button to see your Team View.
  2. Click on the person you’d like to assign time to. Their schedule will expand.
  3. Use one of the following methods to create a new assignment:
    • Click and drag to the right of the person’s name over the days you’d like the assignment to last, starting with the first day.
    • Click and drag to the right of the Assign to Project dropdown over the days you’d like the assignment to last, starting with the first day.
    • Add a project for the person by selecting it from the Assign to Project drop-down. An assignment will be added for today.
  4. An Assignment Form will appear, confirm or edit the assignment details. 
  5. Click Save Assignment to save your changes.