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Manually Assigning a Teammate to a Specific Project
Manually Assigning a Teammate to a Specific Project

Skip a few steps by manually assigning a teammate to the project you want

Isa avatar
Written by Isa
Updated over a week ago

You can manually assign teammates to your projects without having to wait for them to accept them. Please keep in mind that this is only suggested if you have direct control over your teammates' schedules or if you talked to them beforehand to make sure they will be available.

Using this feature does not prevent your teammates from being able to accept available projects themselves. If you're looking for a way to keep teammates from seeing or accepting your projects before you assign them to them, make sure to hide your projects. Here is a separate guide on how to keep your projects hidden:

⚙️ Enabling Direct Assign

The first step is to enable the Direct Assign feature on your Settings under the Projects tab:

(You must be logged in to your host account for the button above to work)

Click on the "Disabled" switch to enable it, and it will light up, meaning it is now enabled:

Once it is enabled, go to your Schedule page, find the project to which you want to assign your teammate, and click on it.

A card will open with some of your project's details. Click on the "Assign Teammate" button. (Please keep in mind that you can't assign a teammate to an expired project, and the button will not show for these projects.)

A pop-up will open where you can either start typing the teammate's name or just choose them from the dropdown:

Once you click "Assign" to confirm, the teammate will be assigned to the project, as if they had accepted it. They will then be notified that they have a new assignment.

⚠️ Teammates can also choose to disable manual assignments from their end, which means you will not be able to assign them manually if they'd prefer not to be assigned.

A teammate that has disabled this option on their side will show grayed out on your list, like this:

🛠️ Troubleshooting

Why doesn't my teammate's name show on the dropdown menu of the project's Direct Assign section? 💭

If you tried assigning your teammate to a project but couldn't see their name when you clicked to choose a teammate, make sure they are enabled on your property. You can do this here: 

(You must be logged in to your host account for the button above to work)

On this page, you can see if your teammate's name is showing under the property. If it's not, click on the three-dotted green circle, then on "Update Property" next to the property in question, and then go to the "Teammates" tab to enable them:

If you need help enabling your teammates to a property, check out the following guide:

Once they are enabled on your property and allow you to assign projects to them, their name should come up in the "Assign Teammate" list.

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