Select Role
Select the Role from which you wish to switch Crew from. Click the MORE menu, the three dots, next to the Crew's name.
Click the MORE ButtonThen select SWITCH CREW.
SWITCH CREW on MenuA message will appear where you can view the switch date and where you can cancel the switch if you want to.
Cancel Switch MessageScroll to the Job you want to switch the Crew to and click on that Role. Click the more menu next to the Crew's name that you wish to switch with.
MORE MenuClick SWITCH WITH.
Switch WithSwitched crew are then automatically checked for any conflicts and a message like this will appear if there is a conflict.
Conflict MessageIf there is no conflict then a success message will appear when the process is complete.
Successful SwitchClick back into the Board to close the Popin. Make sure you publish both jobs to make your changes live.
Once published both Crew will be sent an email about the switch.
Switched Crew Email