Assign Events to Team Members
Learn how to assign scheduled events to team members, reassign work, and view team availability.
Learn how to assign scheduled events to team members, reassign work, and view team availability.
This guide explains how to assign scheduled events to team members in JobsiteOn. You will learn how to assign a team member during event creation, reassign events after they have been saved, view team availability on the calendar, and understand how the dispatch board provides an overview of your team's workload. By the end, you will be able to route work to the right person efficiently.
/team./schedule from the main sidebar.Every scheduled event in JobsiteOn can be either assigned to a specific team member or left unassigned. The assignment determines where the event appears on the calendar and who receives notifications about it.
When you assign an event to a team member:
When you leave an event unassigned:
When creating a new event at /schedule/new or through the quick-create popover, the form includes an assignee dropdown.
The list is populated from a cache-first active team-member list, so it loads quickly even if your team is large.
To leave the event unassigned, simply do not select anyone from the dropdown. The field defaults to Unassigned and the event saves without an assignee.
Tip: It is common to create events without an assignment when the dispatcher has not yet decided who should handle the work. Unassigned events appear in the dispatch board's unassigned panel, making them easy to find and assign later.
If you need to change who is assigned to an event after it has been saved, follow these steps:
/schedule/[id]/edit.To remove an assignment entirely:
The event remains on the calendar at its scheduled time but is no longer associated with any team member. It reappears in the dispatch board's unassigned panel.
Before assigning an event, you often need to check who is available. JobsiteOn provides several ways to assess team availability.
In day view, each team member with events that day has a dedicated column. You can see at a glance which members have open time slots and which are fully booked.
Week view shows all seven days with events plotted across the time grid. While it does not split into per-member columns by default, you can use team filters to isolate individual schedules and compare availability.
The Find a Time feature on the event creation form shows available slots across team members. It factors in existing appointments and optionally travel time. This is the most accurate way to find open windows.
Note: Team availability is based on scheduled events only. It does not account for time-off or personal calendars unless those are entered as events in JobsiteOn.
The dispatch board at /schedule (accessed via the Dispatch view) provides a team-centric layout designed specifically for dispatching work.
This method is faster than editing each event individually when you are dispatching multiple jobs at the start of the day.
Tip: The dispatch board is covered in full detail in the Use the Dispatch Board guide. This section provides a quick overview of assignment-specific actions.
In day and week views, you can drag an event card from one team member's column to another. This reassigns the event without opening the edit form.
Note: Drag-and-drop assignment changes both the team member and the time if you drop the event in a different slot. To change only the assignment without moving the time, drop the card at the same time position in the new column.
If the team member you need is not in the assignee dropdown:
/team/new to create the new member.This shortcut saves you from leaving the scheduling workflow to set up a new team member.
Notifications are a key part of the assignment workflow. Knowing what triggers a notification helps you communicate changes effectively.
Assignment notifications include the event title, date and time, location (if set), and a link to view the event. Team members can review the details and plan their day accordingly.
Tip: When making multiple changes to an event (time, assignment, and description), make all changes in one save to avoid sending multiple notifications for the same event.
Set aside time each morning to review unassigned events and assign them to team members. The dispatch board is ideal for this workflow because it shows the unassigned panel next to team columns.
When choosing who to assign, consider the team member's skills, current location (if they are already in the field), and how the new event fits into their existing schedule.
When reassigning an event from one member to another, the system handles notifications automatically. However, for high-priority or time-sensitive changes, a direct message or call to both team members helps ensure everyone is aligned.
If plans change throughout the day, update assignments promptly. Stale assignments lead to confusion when team members check their calendars and find work that no longer applies to them.
The dropdown shows active team members only. If the person was deactivated or removed, they will not appear. Check the Team section at /team to confirm their status.
Open the event from the calendar, click Edit Event, and change the assignee. There is no undo button, but reassignment is quick and notifies the correct person.
After reassigning and saving, the calendar should update immediately. If the event still shows under the old member, refresh the page. Confirm the save was successful by reopening the event detail.
Drag and drop for assignment works in day and week views, and on the dispatch board. It is not available in month view. Ensure you are clicking and holding the event card, not just clicking it (which opens the detail sidebar).
Individual event assignment supports one team member per event. To assign work to multiple people, use crews instead. The Manage Crew Assignments guide covers creating and assigning crews.
Yes. When you assign or reassign an event, the team member receives an email notification with the event details. If the event time changes after assignment, they receive an updated notification.
Team members can use the team filter to view only their events. The visibility of other members' schedules depends on the role and permissions configured in your workspace.
Unassigned events remain on the calendar at their scheduled date and time. They also appear in the dispatch board's unassigned panel. They are not lost or hidden -- they just do not have an owner yet.
Bulk assignment is not available as a single action. Use the dispatch board's drag-and-drop workflow to quickly assign multiple unassigned events in sequence.
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