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Question

Assigning a Project

  • January 26, 2024
  • 4 replies
  • 16 views
Laura Isenburg
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I have multiple people who create projects. I want all of these projects assigned to me in the beginning of the client journey. Is there a way to assign a project to myself when I am not the project owner? I feel that since I am the business owner that I should be able to do this.

    4 replies

    Diana The Finer Points
    Luminary
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    Is the project created via a contact form?

    Connect: thefinerpoints.co/contact || Free Client Journey Worksheet: https://finerpoints.myflodesk.com/client-journey
    Laura Isenburg
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    No, this would be generated by a user. 

    Diana The Finer Points
    Luminary
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    Then the user needs to manually assign you. 

    Connect: thefinerpoints.co/contact || Free Client Journey Worksheet: https://finerpoints.myflodesk.com/client-journey
    Mac H
    HoneyBook Employee
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    • Mac HHoneyBook Employee
    • HoneyBook Employee
    • June 14, 2024

    Hey Laura, Diana is right on this one: the team member will have to assign you. (thanks Diana!)
    Here are instructions for them on how to do that if you need to see how that’s done. 

    Also, I think there’s an underlying feature request here so feel free to head over to the feature request section and submit this idea! We always love to hear from you guys on how we can improve the product. 

    Mac, Product Education
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