Once you've added your team to your company, those team members can create and manage their own projects, including assigning projects or incoming inquiries to them. They'll be able to access the project through their own pipeline and have full control over it. Manually assigning a project to a team member is only possible on desktop at the moment (not mobile app), and we'll cover the two ways to do so below.
Team members are available for HoneyBook Essentials and Premium plan members.
📚 Tip
This article covers manually assigning projects to team members. You can also automatically assign new inquiries that come in via contact or lead form to your team members.
Assign a project from the pipeline
From the top navigation menu, select Projects
Find the project you want to assign to a team member
Select the three dot icon > select Assign to team member
Select which team member will get assigned this project > select Done
From here, the project will appear on that team member's pipeline. Your team member will receive an email notification of the assignment, along with a link to the project for easy access.
📣 Note
Re-assigning a project to another team member will remove the original project assignee from the project. If the original project assignee should still be involved in the project, they'll need to be added as a participant.
Assign a project from the project workspace
Use the search bar to find the project you want to reassign
You can also select Projects from the top navigation menu and select which project you want to reassign
In the gray right menu, select the triple-dot icon > select Assign to team member
Select which team member will get assigned this project > select Done
From here, the project will appear on that team member's pipeline. Your team member will receive an email notification of the assignment, along with a link to the project for easy access.
📣 Note
Re-assigning a project to another team member will remove the original project assignee from the project. If the original project assignee should still be involved in the project, they'll need to be added as a participant.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!