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Setup Round Robin For Projects

Why This Matters

When new projects come in, you don't want to spend time manually figuring out who should handle each one. The Project Owner Round Robin feature automatically assigns projects to team members based on their shift schedule, location, and state — so the workload stays fair and no one gets overloaded.

It's like a rotating schedule that hands off the next project to the next available person, every time.

What You'll Need

  • Admin access to SubcontractorHub

  • At least two team members set up as users

  • Your team's shift schedules (day/night), locations, or state assignments planned out

Step-by-Step Instructions

Step 1: Open Your Settings

Click "Hi, [Your Name]" in the top-right corner, then select Settings from the dropdown menu.

Step 2: Find Project Queues

Scroll down in your settings until you see Project Queues.

Step 3: Click Edit

Click the Edit button next to Project Queues.

Step 4: Enable Round Robin

Click the toggle to turn on Project Owner Round Robin.

Step 5: Save the Permission

Click Update to save your changes.

Step 6: Add a New Queue

Click Add Queue to create your first assignment queue.

Step 7: Configure Your Queue

Fill in the queue details:

  • Queue Name — Give it a descriptive name (like "East Coast Day Shift" or "Solar Install Team")

  • Type — Select the project type

  • Subtype — Choose a subtype if applicable

  • User — Pick the team member assigned to this queue

You can also set assignment rules based on: - Day/Night Shift — Assign projects based on time of day - Geolocation — Assign based on the customer's location - State — Assign based on the project's state

Step 8: Save Your Queue

Click Save to activate your round-robin queue.

Real-World Example

Maria manages a roofing company with teams in three states. She sets up three queues — one for each state — so that when a new project comes in from Texas, it automatically gets assigned to her Texas crew lead. Projects from Oklahoma go to a different team, and so on. No more morning emails asking " whose project is this?"

Pro Tips

  • 💡 Create multiple queues for different regions, job types, or shifts to get precise assignment control

  • 💡 Review queue performance monthly — if one team member is getting overwhelmed, add another person to their queue

  • 💡 Pair with Lead Round Robin — you can set up a similar rotation for leads (see Setup Round Robin for Leads)

  • 💡 Name queues clearly so any admin can understand the assignment logic at a glance

Troubleshooting

Issue

Solution

Projects not being assigned automatically

Double-check that the Round Robin toggle is enabled and you clicked Update

Wrong person getting assigned

Review your queue settings — check the state, shift, and geolocation filters

Can't see the Project Queues section

You may need admin-level permissions — check with your account owner

Key Terms

  • Round Robin — An automatic rotation system that distributes projects evenly across team members

  • Project Queue — A configured rule that determines which team member receives the next project based on criteria like location or shift

  • Geolocation — Assigning projects based on the physical location of the customer or job site


Last updated: May 8, 2026 | Batch 08 rewrite from original "Setup Round Robin For Projects"

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