Daily Team Planning
Introduction
Building Swell makes it easy to plan your shop crew’s day. This guide walks through how to assign work in just a few clicks.
Shop planning happens in 5 steps:
- Enter Hard Hat Mode
- Review who’s in the shop
- Use the Daily Planner to view work
- Drag and drop names to assign tasks
- Plan work ahead for tomorrow’s crew
Step-by-Step Guide
1. Head to Hard Hat Mode
Go to Hard Hat Mode from the left-hand menu. At the top of the screen, you’ll see options to view People, Digital Whiteboard, and Daily Planner.
2. Reviewing Shop Attendance
Click the People tab. You’ll see who’s currently clocked in and who’s marked as absent. Need more info? Check out our Attendance guide.
3. Opening the Daily Planner
In Hard Hat Mode, first head to "Manage" in the top right corner.
Then, click the "Daily Planner" button in the top right corner. This will show all active builds and orders in progress.
4. Assigning Work to Staff
In the Daily Planner:
- Staff who are already assigned will have a checkbox next to their name.
- Signed-in team members will get notified when you assign them work.
- To assign someone, drag their name onto a task.
- Click "Save" to lock in the assignment.
5. Planning for Tomorrow
You can also assign work to people who haven’t clocked in yet:
- Drag their name to a task.
- Once they clock in, they’ll see their assignments.
Want someone to work on multiple tasks?
- Drag their name onto each task.
- You’ll be asked if you want to assign them in batch.
- Click "Yes" and then "Save."
FAQ
Can I assign tasks to someone not currently clocked in?
Yes. They’ll see their work as soon as they sign in.
What happens when I assign someone to batch work?
They’ll work through all assigned tasks in order.
How do I know if someone is already working?
A green dot next to their name shows they’re currently assigned.
Can I reassign someone if plans change?
Yes. Just drag their name to a new task and click "Save."
How do team members get notified?
Anyone who’s signed in will receive an alert in the app.
Conclusion
Building Swell’s daily planner helps you get the right people on the right tasks—today and tomorrow.
Need help? Hit the chat button or click "Ask" in the app. We’ve got your back.