Overview

Overview

[Transcript]

0:00 - 0:33

The staffing space allows you to easily see who is available so you can instantly find employees a project to work on. This space also lets you view open roles for projects in one place. In the top left, you'll go ahead and select the projects that you'd like to view. You do have the same filters as the planner space as well as a filter to just see projects that have unassigned roles. This checkbox is a great way to quickly drill down to all of the projects that need to be staffed out. Once you have your project selected, go ahead and click done. Your projects will populate as a card on the left-hand side.

0:33 - 1:01

Each project card will have a number in the bottom right-hand corner, showing you the number of unassigned roles within each of those projects. To add an additional role, click plus role in the top left-hand corner. If the dates required and or any additional requirements have been assigned to a specific role, they will populate on the role card as well. For example the project manager role, I can see the required dates, as well as two additional requirements.

1:01 - 1:17

To view or edit the specifics of an unassigned role in more detail, we can click on the roles card. This is where we're directed over to the team builder and you can now start to view suggested members to assign to this role.

[End]

Did this answer your question?
😞
😐
😁