Managing Projects - Shifton Help

Organize your workforce by grouping employees and schedules into projects. Projects are the top-level containers that help you separate teams, departments, or business units within Shifton.

What Is This?

The Projects page lets you create, view, and manage all of your company’s projects. Each project can have its own managers, employees, schedules, and color coding. Think of a project as a workspace — it keeps everything related to a specific team or function in one place.

Every Shifton company account comes with one free project. If you need additional projects, the Departments module is required at a cost of $1/month per additional project.

Prerequisites

Before you begin, make sure the following are in place:

#	Prerequisite	Details
1	Active Shifton account	You must have a registered company account
2	Admin or Manager role	Only users with sufficient permissions can create and manage projects
3	Departments module (optional)	Required only if you need more than one project ($1/month per additional project)

Step-by-Step Instructions

Viewing Your Projects

Navigate to the Projects page from the left sidebar in your browser.

You will see a table listing all existing projects.

The projects table displays the following columns:

Column	Description
Name	The project title you assigned during creation
Managers	Users assigned as managers of the project
Employees count	Total number of employees assigned to the project
Project color	The color label used to visually distinguish the project across schedules and reports
Actions	Available operations: Edit, Marks, Delete

Searching for a Project

Use the Search bar at the top of the projects table.

Type part or all of the project name.

The list will filter automatically as you type.

Creating a New Project

Click the + Create a project button at the top of the page.

Fill in the required fields:

Project name

mdash; a descriptive title for the project.

Color

mdash; select a color to help visually identify this project on schedules and reports.

Assign managers who will oversee this project.

Click Save to create the project.

Editing a Project

Find the project you want to modify in the table.

Click the Edit icon in the Actions column.

Update the project name, color, or manager assignments.

Click Save to apply your changes.

Managing Project Marks

Each project can have its own set of marks (colored labels) for categorization. Marks can be attached to shifts and to employees in the schedule (Scheduled Team Members tab).

Why use marks:
– Identify the work location (branch, department)
– Add extra information to a shift (work type, special instructions)
– Filter shifts on the schedule calendar by mark type

How to manage project marks:

Click the Marks icon (tag icon) in the Actions column next to the project.

Click + Add mark.

Enter the mark name and select a color.

Click Save.

Created marks become available when adding or editing shifts in this project.

For full details, see Tags and Marks.

Deleting a Project

Click the Delete icon in the Actions column.

Confirm the deletion in the pop-up dialog.

Warning:

Deleting a project will remove all associated schedules and shift data. This action cannot be undone.

Access Permissions

Role	View Projects	Create Project	Edit Project	Delete Project	Bookmark
Owner	Yes	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes	Yes
Manager	Yes (assigned only)	No	Limited	No	Yes
Employee	Yes (assigned only)	No	No	No	No

FAQ

Q: How many projects can I create for free?
A: Every Shifton account includes one free project. To add more, you need to activate the Departments module at $1/month per additional project.

Q: Can an employee belong to more than one project?
A: Yes, employees can be assigned to multiple projects simultaneously. Their schedules will be managed within each project independently.

Q: What happens to schedules if I delete a project?
A: All schedules, shifts, and related data within that project will be permanently deleted. Make sure to export any necessary data before deleting a project.

Q: Can I transfer employees from one project to another?
A: Yes. Edit the employee’s profile or the project settings to reassign them. You can also assign employees to a new project without removing them from the current one.

Q: Who can see the Projects page?
A: All users can see projects they are assigned to. Owners and Admins can see and manage all projects in the company account.

Possible Issues and Solutions

Issue	Possible Cause	Solution
“Create a project” button is not visible	You have reached the free project limit	Activate the Departments module in your account settings
Cannot delete a project	Active schedules or employees are still assigned	Remove or reassign all employees and delete associated schedules first
Project color does not appear on the schedule	Browser cache issue	Refresh the page or clear your browser cache
Cannot assign a manager to the project	The user does not have a Manager or Admin role	Promote the user to Manager or Admin before assigning them
Search returns no results	Typo in the search query or the project was deleted	Double-check the spelling or verify the project still exists