The introduction of crews should help streamline the project scheduling assignment process and simplify the view on the schedule page.
- Things needed for the successful use of the crews feature
- Add a crew with a useful crew name
- Populate the crew with the appropriate team members
- Assign the crew a work order, task or To-Do
- All crew members will be notified
- Additional notification using the @ notifications in the notes area directly to crew
- All crew members will be notified
Manage the Crew
From Settings > Crews open the crew management area to add / edit crews.
Populate the crew with the appropriate team members.
Assigning a Crew to a Project / Task / To-Do
Assignments for the crew work the same as assignments for the employees.
The crews will appear at the bottom of the assignment list, below the employees.
Notifications to Crew Members
The notifications will be sent exactly as if each member was notified individually.
Video on Crew Usage
Watch this short video for the visual version of how to use crews.
Simplify the Schedule View by using Crews
Watch this short video for how to simplify your calendar by using crews.