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Overview: Add/Edit/Delete Workforce

Managing workforce assignments within events ensures the right staff are scheduled, and tracked properly. Follow these steps to add, edit, ungroup, or delete workforce for a specific event day.

Note: This feature is available only for self-produced events. In collaborative events where the producer is invited by a venue, the producer will not have access to this feature.

How to Add Workforce

  1. Go to the Overview tab within the event.

  2. Click the day of the event where you want to add workforce.

  3. Select the Workforce tab.

  4. Click the Add Workforce button at the bottom of the box.

  5. Enter details:

    • Job Role: Choose from the dropdown (all permanent workforce entries under the organization tab will show up in the drop down - see how to add/edit/delete workforce to you venue profile) or type in a new position and select Add New Position (if the workforce entry will be used for this particular event only).

    • Optional: Fill in staff name.

    • Quantity: Add the number of staff needed.

    • Clock-In/Clock-Out Times: Set work hours.

  6. Click the  to complete the entry or ✖ to discard.

How to Edit Workforce

  1. Double-click the row you want to update.

  2. Make the necessary changes.

  3. Click the  to update the entry or ✖ to discard.

How to Ungroup Workforce

If multiple staff were entered as a group:

  1. Hover over the group entry.

  2. Click the three-dot menu.

  3. Select Ungroup.

  4. The entry will split into individual workforce rows (one per staff member).

How to Delete Workforce

  1. Hover over the entry you want to remove.

  2. Click the three-dot menu.

  3. Select Delete.

  4. Confirm by clicking Yes, Delete in the pop-up.

Tip: Repeat workforce setup for each day of the event as needed. 

Next Steps

See how to add/edit/delete daily activities to each event

Add/Edit/Delete Tasks to your daily activities 

See how to add/edit/delete inventory per event day for an event

Add exhibition to an event for managing exhibitors