> ## Documentation Index
> Fetch the complete documentation index at: https://docs.menaia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Open and assign crew lead

> Open a job from the Jobs page and assign its crew lead so planning and scheduling can begin.

Every job needs a crew lead before the rest of the work can move forward. A brand-new job lands on the **Jobs** page with the status **Requires Crew Lead** — that's your signal to open it and pick the person who will run it. Once you assign someone, the job is ready for planning and scheduling.

<Note>
  You can only assign someone who is set up as a crew leader for the job's branch. If the person you expect isn't in the list, they may not have crew-leader access on that branch yet.
</Note>

## Find the job

<Steps>
  <Step title="Open the Jobs page">
    Go to **Jobs** from the main navigation. This is the list of every job, with its status shown on each row.
  </Step>

  <Step title="Spot the jobs that need a lead">
    Look for jobs with the **Requires Crew Lead** status. To see only those, use the status tabs across the top — switch from **All Jobs** to **Requires Crew Lead** — or type the job's name into the **Type a name...** search box.
  </Step>
</Steps>

<Tip>
  On phones, a job that still needs a lead has an **Assign Crew Lead** button on its card that stands out in red. Tapping it takes you straight to where you'll make the assignment.
</Tip>

## Open the job

Click anywhere on the job's row (or tap **Assign Crew Lead** on its card on a phone). This opens the job's **project page**, which lands on the **Overview** tab — this is where the job's details, plan, and forms all live.

## Assign the crew lead

<Steps>
  <Step title="Find the Assignment card">
    On the project's **Overview** tab, look for the **Assignment** card. It shows the **Sales Person** and, below that, the **Crew Lead**.
  </Step>

  <Step title="Open the Crew Lead picker">
    Under the **Crew Lead** label, click the field that reads **Select crew leader...** to open the picker.
  </Step>

  <Step title="Choose the person">
    Use **Search employees...** to type a name, then click the crew leader you want. Only crew leaders for this job's branch appear here.
  </Step>

  <Step title="Confirm it saved">
    The assignment saves on its own as soon as you pick someone. A confirmation appears reading **Crew lead assigned successfully!**, and the chosen name now shows in the **Crew Lead** field.
  </Step>
</Steps>

<Note>
  If something goes wrong, you'll see **Failed to assign lead. Please try again.** and the field reverts to whoever was assigned before. Pick the person again to retry.
</Note>

## Change or update the lead later

You can reassign at any time. Open the job again to reach the project page, open the **Crew Lead** picker in the **Assignment** card, and choose a different crew leader. The new name replaces the old one and saves the same way.

Once a lead is assigned, the job moves on in the pipeline — it's now ready to be planned and, when the time comes, scheduled.

## What's next

<CardGroup cols={2}>
  <Card title="Build a plan" icon="clipboard-list" href="/guides/jobs/build-a-plan">
    With a lead in place, lay out the day-by-day plan for the job — crew, equipment, and work orders.
  </Card>

  <Card title="Browse pipeline" icon="list" href="/guides/jobs/browse-pipeline">
    See how to move around the Jobs page, filter by status, and keep track of every job in flight.
  </Card>
</CardGroup>