How do I edit or delete a scheduling card?

Quick answer

Click any scheduling card to open the Edit Assignment drawer, where you can update the date, project, required counts, notes, resources, or recurrence, then save — or use Delete to remove the card entirely.

Overview

The Edit Assignment drawer is the full editing view for a scheduling card. Anything the card holds — its date, project, required worker and asset counts, notes, assigned resources, and recurrence — can be changed from here. It's also where you go to delete a card outright, rather than just removing individual workers or assets from it.

Before you begin

• Editing or deleting a card is done by an admin in the web portal.
• Deleting a card cannot be undone — confirm you have the right one before deleting.

Steps

1. Click the card you want to change. This opens the Edit Assignment drawer.
2. Update any field. Change Date, Project, Total Workers, Total Assets, Notes, or the assigned Resources as needed.
3. Adjust recurrence if the card repeats. See Setting up a repeating schedule for details on the Repeat settings.
4. Save your changes. The card updates immediately on the grid.
5. Or click Delete to remove the card entirely, instead of editing it.

Use cases

• Correcting a mistake: fix the wrong project or date on a card that was set up incorrectly.
• Adjusting required counts: change Total Workers or Total Assets as a project's staffing needs change.
• Removing a canceled day: delete a card outright when a day's work is called off entirely.

Troubleshooting

I deleted a card by accident. Deleting is not reversible from within Scheduling — you'll need to recreate the card and reassign workers and assets.

Will editing a card notify the assigned workers? It depends on what changed and whether it's a current-day card — for example, a note update on a current-day card notifies assigned workers when saved. See How workers are notified of their schedule for full details.