Crew Management

Last updated: June 12, 2026

Crews is a feature for organizing groups of people who work together on a project. A crew represents a team responsible for a specific scope of work — with a defined composition and often a reporting hierarchy. In Bridgit, crews can be used in two ways: to group people for fast bulk assignment across projects (preset crews), and to organize roles on a project into labeled crews for clear team visibility.

Key capabilities:

  • Group people into named crews for bulk assignment to projects (preset crew)

  • Assign an entire preset crew to a project in a single action

  • Organize roles on a project into crews to reflect team structure

  • View crew tags on roles to understand team composition at a glance

Eligibility/Prerequisites

Crews is available to accounts with the Crews module enabled. Contact your support to enable it.

Within those accounts, access depends on your permission level:

  • Manage People: Create preset crews for bulk project assignment

  • Manage Roles & Assignments: Assign preset crews to a project

  • Manage Roles: Organize roles on a project into crews

How to Use

Creating a Crew

Crews can be created in 2 ways:

  1. By grouping people together for easy bulk assignment later (preset crews), OR

  2. By assigning crew tags to roles on a project

Creating a crew for bulk assignment: If you have crews that travel from job to job together, this is the ideal set up.

  1. Navigate to People in the main navigation

  2. Click Create Crew

  3. Name the crew, add an optional trade and then add the people you want to be in the crew

  4. Save the crew

Creating a crew on a project: This is best for understanding who on your project is working together.

  1. Navigate to the project and open the Roles or Operations tab

  2. Select the people you want to put into a crew

  3. Click Create crew in the action bar

  4. Name the crew, add an optional trade and then add the people you want to be in the crew

  5. Save the crew — the crew tag will appear on the role

Assigning a Crew to a Project

  1. Navigate to the project and open the Roles or Operations tab

  2. Click Assign Crew

  3. Find the crew in your saved list

  4. Drag and drop the crew onto your project

  5. Edit the crew details and click Save & Assign

Editing crews

To edit the crew details,

  1. Click the crew tag

  2. From the crew popper, click the edit icon

  3. The edit the crew name, trade or color

  4. Save the edits

To edit who is in the crew,

  1. Open the project where the crew is assigned

  2. Click the respective crew cell in the roles table

  3. Click the + in the crew popper to add a person to the crew, OR

  4. Click Remove tag button to remove a person from the crew

Common Questions

Q: Can a person be in more than one crew?

A person can be a member of multiple preset crews, which is useful if someone works across different trade groups or project types. However, on a project they can only be associated with 1 crew at a time.

Q: What's the difference between a preset crew and a project crew?

A preset crew is a saved group of people you can bulk-assign to projects in 1 action. This is best used for crews who travel from job to job together. A project crews is a label applied to roles on a specific project to show how the team is organized on that job. Both can be used together or independently depending on your workflow.

Q: Does assigning a crew to a project override existing role assignments?

No. Crew assignment places people into unfilled roles. If a role is already filled, you will need to manage that assignment separately.

Q: Can I edit or rename a crew after it's been created?

Yes. Crew names, trade and color can be updated at any time.

Q: Will crew tags show up in reports or exports?

Crew tags are visible on roles within the project profile. Check with your Customer Success Manager for current export support.

Best Practices

  • Name crews clearly — include trade, region, or lead name to make them easy to identify (e.g., "Electrical - Team A" or "Framing Crew - Martinez")

  • Keep saved preset crews up to date so bulk assignments reflect your actual team composition

  • Use role-level crew tagging even on one-off projects to make team structure visible to all users with project access

  • Review crew composition before bulk-assigning to a new project to confirm availability and avoid over-allocation