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Assigning Volunteers From Calendar
Assigning Volunteers From Calendar
Updated over a month ago
  1. Go to: Assign >> From Calendar

  2. Click the green Previous Month, or Next Month, button to display the desired two-month period

  3. Optional: In the “Filters” section, you can choose which Activity Category or specific Activity you would like to display

  4. Select the desired dates:

    • For scheduled activities on one date or in an entire month: Mouse over, a single date square or the month header, to see a list of status values (Vacant, Signed Up, Assigned, Confirmed). The first number represents the number of shifts with that status. The second number is the total number of shifts on that date/month

      • To display all shifts on that date/month, click on the link to the date/month at the top of the pop-up window

      • To display all shifts for a specific status, click on the desired link within the box in the pop-up window

    • For scheduled activities in a date range: Click in the numbered area (grey section) of a single date square to select the first date of the range. Click in the numbered area of another single date square to select the end date of the range. All shifts in that date range will be displayed below

  5. Click on the Activity name to the desired shift

  6. Filters: Select any applicable filters to display a list of candidates for the shift

  7. Click the [Search] button. You can make these your default filters to be used

  8. Optional: Communicate with matching volunteers by checking the box beside each volunteer, scroll down and choose “send email” or “send text message”, from the “Communicate with Selected” dropdown menu

  9. Click the [Assign] button beside each volunteer you wish to assign to the shift

    • Alternatively, check the box beside each volunteer you wish to assign, scroll down and click the [Assign Selected] button

  10. Click the [Close] button when you have finished assigning volunteers to the shift


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