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Team Management

Can I assign tasks to each person on my crew?

Yes, and it takes the morning briefing off your shoulders. Heirloom creates the tasks from your plantings, you put a name on each one, and each worker filters the Week Board down to their own week, day by day.

To assign a task, click it on the List or the Week Board, then click Assignee in the top row of its details and pick a person. Not assigned frees it again. For a recurring task, such as weekly weeding, choose whether the change applies to This task or to All tasks of the series. When you add a task by hand, fill in Assign to right away.

Crew members and every role above them can be assigned; readers cannot. In the field, each person ticks off their work with Complete task in the mobile app.

Task details with the Assignee menu open, listing the team and Not assigned
One click puts a name on the task

The steps are in Assign tasks to your team; where the tasks come from is in How plantings create your tasks.

Go deeper: the Team Management guide

Step-by-step help for this module.

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