Project assignments help people find the correct work and keep responsibility clear across the office and field teams.
- 01
Open the project
Choose the project and open its overview or details.
- 02
Choose the project manager
Assign the person responsible for coordinating and reviewing the project.
- 03
Add assigned users
Select the team members who need to access or complete the work.
- 04
Check bookings and forms
Make sure the same people are invited to relevant site visits and can see the required forms.
- 05
Review access
Ask the user to open the project before the visit and remove assignments when they are no longer needed.
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