Job Team ← General Info card
On this pageReading: Job Team ← General Info card1 / 8
What this page is for:
Production crew on the job General Info card (not sales). Empty: No team members assigned.
Where: Job → General Info → Team
Steps:
Open General Info.
Read each member’s role (
emp_position/ title) and name.Click Assign to open Edit Dates and Teams.
Sales on the opportunity is assigned from Calendars Add Sales / the appointment — not this card. See Scheduling & Calendar.
Edit Dates and Teams
What this page is for:
Add or change production crew on a job. The Dates tab is hidden; scheduling dates are on the job Schedule tab.
Where: General Info Team → Assign, or the same modal from Production Assign
Modal: Edit Dates and Teams
Steps:
Click Assign.
Add member to add a crew row. Pick the employee.
Cancel or Save (Saving…). Save is disabled while a row is empty.
Related articles
Other guides in Tasks & Team
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