Overview: Volunteer Management (NEW) Assign Mode allows you to assign volunteers for each of your events, set recurring schedules, send the schedules to your volunteers and so much more. This article assumes that you've already started the set up of your volunteers - if you have not yet done the set up, please view this article first.
Volunteer Management - Assign Mode
After you've created your roles & teams, you'll see a green "Add Volunteers" button to the right of each Role. We'll start by clicking there.
From this popup window you'll be given the option to type in someone's name to assign them to that role:
Choose from recent volunteers (anyone who has volunteered in this role over the past 6 months):
Or find people by tag:
Just click on the individual's name that you'd like to assign and click the "Add" button and they will be scheduled for that event.
If someone is already volunteering with another event (or a different role within this event) you'll see "Potential Conflict" written in red under their name.
If someone is already volunteering for that role in the event, their name will be grayed out and unable to be clicked with a note underneath that says "Already Volunteering".
To set someone on a recurring schedule:
- After they've been assigned to one event, click on their name
- Choose "Set Recurrence" from the dropdown menu
- Set the frequency for how often this person will volunteer
- Choose the end date (will go up to 2.5 years out)
- Add or remove any additional dates