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Position Assignments ​

Once you have created positions for a project, the next step is assigning members to fill them. Each assignment connects a workspace member to a position with an allocation percentage, optional date range, and notes.

Assign a member ​

  1. Navigate to Project Settings → Staffing.
  2. Find the position you want to staff.
  3. Click Assign Member (or the + button on the position row).
  4. In the assignment dialog:
    • Select a member using the member dropdown. The dropdown shows member avatars, names, and current allocation indicators.
    • Set allocation percentage using the preset buttons: 25%, 50%, 75%, or 100%. This represents how much of the member's time is dedicated to this position.
    • Set dates (optional) — Start and end dates for the assignment.
    • Add notes (optional) — Context about the assignment (e.g., "Temporary coverage during parental leave").
  5. Click Assign.

TIP

The allocation percentage is advisory and helps with capacity planning. A member can be assigned to multiple positions across different projects. The system tracks total allocation and flags members who exceed 100%.

Member selection ​

The member dropdown in the assignment dialog shows:

  • Member avatar and name
  • Current total allocation — A visual indicator showing how much of the member's capacity is already committed across all projects.
  • Expertise match — If the position requires a specific expertise category, members with matching expertise are highlighted.

Update an assignment ​

  1. On the Positions tab, expand the position to see current assignments.
  2. Click the assignment you want to modify.
  3. Update the allocation percentage, dates, or notes.
  4. Click Save.

Unassign a member ​

  1. Expand the position to see assignments.
  2. Click the Unassign button next to the member.
  3. Confirm the action.

When a member is unassigned, the assignment is not deleted — it is recorded in the assignment history with an "unassigned" status. This preserves an audit trail of who held the position and when.

Reassign a position ​

If you need to replace one member with another:

  1. Expand the position to see assignments.
  2. Click Reassign on the current assignment.
  3. Select the new member.
  4. The previous assignment is marked as "unassigned" in history, and the new assignment is created.

Assignment history ​

Every position maintains a complete assignment history:

  • Who was assigned and when
  • Allocation percentage at the time
  • When they were unassigned (if applicable)
  • Who replaced them (if reassigned)

Access assignment history via the position detail or through the API endpoint: GET /api/workspaces/{slug}/projects/{projectId}/positions/{positionId}/history/

Allocation management ​

Allocation presets ​

When assigning or updating allocation, use the preset buttons for common values:

PresetTypical Use
25%Part-time advisory or support role
50%Split between two projects
75%Primary project with some other commitments
100%Fully dedicated to this position

Over-allocation warnings ​

When a member's total allocation across all positions exceeds 100%, the system:

  • Displays the allocation in red in the Allocations tab
  • Shows a warning indicator in the member dropdown when assigning them to new positions
  • Highlights the member in the capacity planning view

Viewing allocations ​

Workspace Settings → Staffing → Allocations shows every member's total allocation:

  • Member name and avatar
  • Number of active positions
  • Total allocation percentage with a visual progress bar
  • Over-allocated members highlighted in red

Auto-assignment ​

When a member is assigned to a position, SetGet automatically assigns them to all unassigned work items linked to that position. This happens immediately upon assignment and includes a notification to the member.

Important: Auto-assignment only affects unassigned work items. Work items that already have an assignee are not modified.

See Issue Integration for more details on how positions connect to work items.