Assignments
Assignments control which projects and tasks a user can log time to. In time entry, users can only choose projects and tasks they are assigned to.
Manage a user’s assignments on the Assignments tab of the user editor. Associates see theirs under Your Assignments.
Project Assignments
Section titled “Project Assignments”- Assigning a project to a user also assigns the project’s default task, but only when the project has no active custom tasks. See Tasks.
- Unassigning a project also removes the user’s task assignments for that project.
Task Assignments
Section titled “Task Assignments”A user can only be assigned to a task when they are assigned to its project, or when the project is assigned in the same change.
Group Assignments
Section titled “Group Assignments”Projects and tasks assigned to a user group apply to every member of the group, in addition to the user’s direct assignments.
Auto Assign
Section titled “Auto Assign”New users are automatically assigned to projects that have Auto Assign turned on, and to those projects’ tasks that also have Auto Assign turned on.
Historical Records
Section titled “Historical Records”When you open an existing timesheet, it keeps every project/task pair already on it, even when:
- the project was later unassigned
- the project was archived or deleted
- the task was archived or deleted
Users and administrators can keep working with those historical records.
Choosing New Assignments
Section titled “Choosing New Assignments”When you add assignments, Crewsum offers only active projects and tasks. When you edit a user, their existing assignments to archived or deleted records still appear, so you can remove them.
Related
Section titled “Related”- Concepts: Users, User Groups, Projects, Tasks
- API: User Assignments endpoints
- Webhook events: assignments have no webhook events of their own.