Assigning a coworker to a bid helps you keep track of who is responsible for organizing communication, analyzing files, and submitting bids.
Please note that the ability to assign a coworker to a bid is a Bid Board Pro feature.
How to assign a coworker to a bid
To assign a coworker to a bid, navigate to your Bid Board then click on the bid.
Under the "Team Summary" section on the right-hand side of the bid overview page, click on the icon, “Assigned.”
Next, type the name or the email of the coworker you would like to assign and press "enter" or click on their name. Assigning a coworker will send an email notification to let them know they have been assigned to a bid. They will continue to receive notifications for this opportunity for as long as they remain "assigned".
You can also assign coworkers to bids from your Bid Board by clicking on the circular icon in the “Assign” column to the left of the bid title.
In the drop-down menu, type the name or the email of the coworker you would like to assign and press "enter" or click on their name if it appears.
How to unassign a coworker from a bid
To unassign a coworker from a bid, navigate to the “Your Team” section of the bid then click on the name of the individual you’d like to unassign.
On the drop-down menu click “Unassign.”
You can also unassign a coworker from your Bid Board by clicking on the icon to the left of the bid title then selecting the “Unassign” option from the drop-down menu.
Please note that if a coworker is unassigned from a bid, they will not receive an email notification.