Create a new opportunity

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To create a new opportunity, follow the steps below:

  1. Go to the Opportunities pane and click on the "+ New Opportunity" button in the upper right.
  2. Choose the duration of the Opportunity (e.g., "It's ongoing")
  3. Enter a name (e.g., "Community Cleanup", “Holiday Meal Program,” etc.).
  4. Add any jobs that will be used in this Opportunity (more can be added later).
  5. Choose the Start and End date for the first Schedule.
  6. Click the "+ New shift" button to create your first shift.
  7. Select the "Back to opportunity" button to access the Opportunities page.
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