Quick shift assignment guide
Created on 14 Apr 2026
📋 Quick shift assignment guide for team leads
⏰ Smart timing: Volunteers sign up gradually, then exponentially close to the event. Wait 1–2 weeks before building rosters.Two ways to assign shifts:
- Manual Assignment - Put someone directly on a shift (they confirm later)
- Offer Shift - Ask volunteers if they want it (they accept/decline)
Best practice: Always assign from the shift's page (not volunteer list) - shows eligible candidates automatically.Manual assignment:
- Click "Assign" on shift → search volunteers → select
- Status goes "Pending"
- Optional: send email notification
Offering a shift:
- Click "Offer shift"
- Volunteers choose accept/decline
- Perfect when you need to fill spots
Key difference: Manual = "You're on it" | Offer = "Want it?"
When volunteers get emails
- When offered/assigned
- When removed by team lead
- Any shift changes (date/notes/location)
Pro tip: Use shift pages, not volunteer lists. Makes it 10x easier.
When to build your roster
During the event ticketing process, volunteers usually sign up gradually, then more rapidly as the event gets closer. In most cases, it's more practical to wait until 1–2 weeks before the event to build your team's roster.
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