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How do I remove a worker from a scheduled day?

Take a worker off a project's card for a specific day when plans change.

Quick answer

Open the card for that project and day, remove the worker from the Workers list in the Edit Assignment drawer, and save. If a card has only that one worker and no assets, you can delete the whole card instead.

Overview

Plans change, and a worker who was assigned to a project on a given day sometimes needs to come off it — without affecting any other day they're scheduled. Removing a worker is done from the same card where they were assigned; it only ever affects that one project and that one date.

Before you begin

  • Removing a worker is done by an admin in the web portal.
  • If the day is today, the worker will be notified that they were removed, so it's worth confirming the change before saving.

Steps

  1. Find the card. Locate the project's row and the day column where the worker is scheduled.
  2. Open the card. Click it to open the Edit Assignment drawer, or hover/tap the expand icon to confirm you have the right person before opening the full drawer.
  3. Remove the worker. In the Resources > Workers list, remove their name from the card.
  4. Save. The card updates, and the worker's required count badge (like 2/5) drops to reflect the open slot.
  5. Or delete the whole card. If nothing else needs to stay on that card, use Delete instead of editing the worker list.

Use cases

  • Last-minute change: a worker calls in sick and needs to come off today's card without touching tomorrow's assignment.
  • Reassigning coverage: remove a worker from one project's day so they can be scheduled to a different project on the same date instead.

Troubleshooting

Will the worker be notified they were removed? Yes, if it's a current-day card. Removing them from a future day doesn't send a same-day removal notice the way a current-day change does — see How workers are notified of their schedule for the full timing.

I removed the worker but the card is still there. That's expected if the card still has other workers, assets, or notes on it. Delete the card entirely if you want it gone.