How do I assign volunteers to a project?

Volunteers can be assigned to roles and items by accessing the Project's Dashboard and selecting the Assign tab.

Invite the Volunteers

Before you start assigning volunteers to time slots, make sure they are in your People page. You will not be able to assign them to a project if they are not listed as a volunteer in your account first. If this situation applies to you, follow these steps first before assigning these volunteers to your project:

  1. Access your organization's Admin Dashboard.
  2. Click on People from the navigation menu and look for the volunteer you want to assign to a project.
  3. If you cannot find your volunteer, click "Invite People" in the top right corner.
  4. On the next page, type the email address for your volunteer in the empty box and click the "Send Invites" button below that.
  5. Then go the next step of task below to assign this volunteer to a project.

Assign the Volunteers

  1. Access your organization's Admin Dashboard.
  2. Select Projects on the left navigation menu.
  3. Access the Project Dashboard by clicking the Project Name.
  4. Click on the Assign tab at the top left hand corner of the box (next to Manage).
    Screen Shot 2020-02-24 at 2.09.19 PM
  5. Make sure that the project is in the filtered Date Range. You can expand or narrow the date range to ensure you're viewing your desired serving dates.
  6. Start typing in the name(s) of the Volunteers (or a Group you have created) that you want to Assign.
  7. Click on one or more of the potential Volunteers in the box on the right hand side of the page.
  8. Once you have selected the right volunteer(s), click on the gray circle that says "OPEN" to put the volunteer in that spot.
  9. Press "Save Assignments" button on the right hand side of the page and you're requested volunteer.
    Screen Shot 2020-02-24 at 2.11.19 PM
  10. That's it! All of your newly assigned Volunteers will receive a Confirmation message that they are signed up to serve on your Project's Serving Dates!

* If at anytime, you need to remove someone from one of the projects that you assigned someone too, you can Remove them by using the Manage function of the Project Dashboard.