Step 1: Go to your schedule
Under Project management in the left-hand side menu, go to Scheduling.
Step 2: Find the task you want to assign someone to
Browse through your schedule to find the specific task you want to assign. Click on the task to view more details.
Step 3: Assign an admin, company, or that company's workers to a task
In the task detail view, click on the "Select assignee" button
Search for an admin, company, or worker to assign
The confirmation status will default to "Task not confirmed" and auto-saved to your draft.
Once assigned, the task status is set to not confirmed. If you already know they're attending, you can click the task status tag to update the status to confirmed.
Step 4: Save, review and notify
Once you're ready to share updates to the schedule:
Click on "Save" to review the changes you've made
You can choose to notify assignees about tasks via SMS or email
Check "Notify?" to send them a notification, or publish silently
What does 'Publish silently' do?
Publishing silently pushes your changes live without sending the assignee an SMS or email. The change still takes effect on your team's schedule as normal; the assignee just doesn't get notified.
Use it when a change shouldn't notify anyone straight away: a date you're still working through, a correction, or a tidy-up that doesn't affect when someone's needed on site.
Two ways to publish without notifying:
Skip specific tasks: uncheck the box under "Notify?" next to any task before you publish. Everything else notifies as normal.
Skip everything: use the Publish silently button to push all your changes live without notifying anyone.
Worth knowing before you publish silently: a silent change won't come up again on the review screen next time, so it's best to make the call while you're there. If you'd like the assignee to know about something you've already published silently, update the task's date, duration, title, description or assignee, then publish again with "Notify?" checked.
What does the assignee see when confirming the task?
When you notify someone of a task assignment, they will get link to their tasks via SMS or email, per your choice.
The link does not need a login/password and will include:
Their name
Project adress
Schedule name
Any assigned tasks
A big green 'confirm' button, which will update the task status
Monitoring confirmation status
You can see which tasks have been confirmed:
Tasks that are still awaiting confirmation will display "Task not confirmed"
Once an assignee has confirmed, the status will update to "Task confirmed"
If an assignee indicates they cannot complete the task as scheduled, you'll receive a notification