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Hello, my name is Dorothy and I'll be your guide as we explore the basics of Zedulr. Lets begin with a quick demonstration of how to schedule your projects.
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To add an assignment, just click the plus icon.
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Now select the project you want to assign.
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Select project
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Click Add Cards
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Lets now go ahead and choose an Activity for your project.
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Click Add Activity
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Activities are pre-designed layouts the can be installed from the library, but don't worry, we'll cover that in another guide
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Select Activity
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Click Confirm
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Next select a Primary Tag. These tags are typically used to identify trades or tasks.
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Click Confirm
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Now let's add some resources. You'll notice that this layout uses the Team template
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Click here
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Choose the team member you'd like to add to this assignment
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Click here
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Click here
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Click Confirm
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Lastly, add your project details.
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Click here
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Now, go ahead and complete the form.
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Click here
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Click here
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Click here
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Click Confirm
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And that's it.
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Congratulations! You've learned how to add assignments in Zedulr. Great job!
