Job Team ← General Info card

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit

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:

  1. Open General Info.

  2. Read each member’s role (emp_position / title) and name.

  3. 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:

  1. Click Assign.

  2. Add member to add a crew row. Pick the employee.

  3. Cancel or Save (Saving…). Save is disabled while a row is empty.

Related articles

Other guides in Tasks & Team

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