Have tasks that aren't ready to be assigned to your team yet? Need a planning space for future hires? 

Unassigned Roles act as a placeholder for tasks and are accessible directly on the Schedule, making it easy to drag and drop work as needed. 

Here's how to add an Unassigned Role: 

  1. From the People page, select Add and name your resource (e.g., Unassigned Designer, New Hire, Miscellaneous Tasks, etc.). Leaving the name field blank will create an "Untitled" resource. 

  2. Select Unassigned Role from the Type tab, and click Add Person

Your new Unassigned Role will appear at the bottom of the Schedule by default, but can be moved using the Sort menu.

Important Notes: 

  • There is no hours per day limit (no overtime indicator) and no 24 hour limit for tasks

  • Time off can't be scheduled for an Unassigned Role

  • Unassigned Roles can't be set to part-time

  • You can search for and filter Unassigned Roles like you do other resources

  • Unassigned Roles will not display any availability/overtime hours in your reports, and can be excluded from reporting by unchecking them from the People tab at the top of Reports.

Did this answer your question?