Assign Volunteer to Client Activity

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 
  1. Click on the person’s name from the list that appears 
  1. Click on the “Assign” tab 
  1. In the “Filter Activities” section, check the box “Only include activities that are associated with this volunteer’s clients” 
  1. Optional: Select any other filters desired 
  1. Click the [Filter Activities] button 
  1. Click on the link to the desired activity and assign the volunteer to the desired shift(s) 
    • If this is an unscheduled or seasonal activity, you’ll only need to check the “Signed Up” box  
  1. Click the [Save] button 

IMPORTANT: There is no filter in the Assign menu options (From Unscheduled List, From Scheduled List) to show only activities that are associated with clients. If you want to be sure you are only assigning the volunteer to activities associated with their clients, you’ll need to assign them within their profile. 

Updated on February 17, 2021

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