How do I assign crew to a task?

You pick the workers in the Assign workers box when you create a task. You can assign one person or a whole crew to the same task.

Before you start

• Only active workers on the chosen project can be assigned. If someone is missing, add them to the project first.

Steps

1. In the left menu, under Field Operations, click Scheduler, then click New Task.
2. Choose the Project, then set the Start date & time and End date & time.
3. Click the Assign workers box. Type in Search workers... to find someone.
4. Click each worker you want. A tick appears next to each one.
5. Click outside the list to close it. Your picks show as name tags. Click the x on a tag to remove someone.
6. Click Create Task.

The Assign workers box with two workers picked

Good to know

• Always choose the project first. Changing the project removes the workers you've picked.
• The task appears as a separate block in each assigned worker's row.
• Check the schedule first so you don't double-book anyone. See How do I view crew schedules?
• You can only pick workers when you create a task. To take a worker off, delete their task block. To add someone, create a new task for them with the same project, dates and times.

If something goes wrong

• A worker isn't in the list: make sure they're an active worker on the chosen project.
• The workers you picked disappeared: you changed the Project. Pick them again.
• A Heads up! or ❌ message: read it to see who missed out, then create a new task for them if needed.

Related questions

• How do I create a crew schedule?
• Why can't I assign a worker to a task?
• How do I view crew schedules?
• How do I edit a scheduled task?
• How do I delete a scheduled task?

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