Adding Assignees

Assignees are the people who will be assigned tasks you want to track, such as install crews and template crews. To avoid confusion and double-booking, each employee should only be listed once. Follow the steps below to add assignees.

1. Go to Job > Edit Assignees.
2. Click on the New Assignee button and type in the names of your assignees starting each one a new line.
3. (Optional) To select a color for the assignee's activities on the calendar or to change the order in which the assignee name displays, click on the name, and select Edit Assignee "assignee name".....
4. Edit calendar views to include the new assignees if applicable.

1. 1. Go to Calendar > View Calendar
   2. Click on .
   3. Click on to the right of Assigned To:
   4. Select the assignees and then click OK. (NOTE: To see activities for all assignees, leave the field blank.) Click OK again to return to the Calendar.
   5. If you want to save this view click on , type in a name and click OK.