Positions: Assign People Directly vs. Assign Using Custom Properties

To get started, just edit the People Categories within your plan, and choose to either Assign People Directly or Assigning Using Custom Properties.

Assigning People Directly to Positions is the simplest way because you can see and edit the actual people assigned to each position right from there. Unless you have a good reason to use the other method, we recommend you Assign People Directly to Positions.

Because positions use a search box, they are much more flexible. In addition to typing a person's name, you can type the name of another position in any service to copy all the people that are assigned to that position. You can also type the name of a custom property to assign everyone with that property.

You can assign many people to your position in the edit position box shown above, or you can add a person directly to a position from their profile page using the new Assigned Positions box shown below. Note: Only categories that have been set to Assign People Directly will have their positions listed in the Assigned Positions search.

Back on the People page, click a person's name, then click the Assignments tab on their profile page. This will allow you to assign them to positions right there. This is most helpful if you know this person will be taking on many different roles. Instead of going to each of those positions within the plans page, just go to their profile and assign them to all of them at once.

Assigning Using Custom Properties involves creating Custom Properties on the right of the main people page, assigning people to those custom properties, and then editing your service position (shown above) to link it with the appropriate custom properties using criteria.

Here's an example of when to use this method. If you have a Sunday Morning Service and a Sunday Night Service that both share the exact same band, you can assign each person to one Custom Property that is then linked to BOTH services. You would make a custom property called Main Band with these options: Drums, Bass, Guitar & Keys. Then assign each person to the correct instrument. In your Sunday Morning AND Sunday Night Services, edit your Band Category and set it to Assign Using Custom Properties. Then add the same positions: Drums, Bass, Guitar, & Keys. When you click and edit each of those Positions, set the criteria so that they link with the Custom Properties you already created. From now on, when you assign a person to the Custom Property: Main Band - Drums, it will be linked to your Sunday Morning and Sunday Night services.