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🤝 Automatically add resources to the conversation from the planning

No more inviting your teams one by one to each conversation! 🎉 Kraaft automatically adds the people assigned in the planning to the worksite conversation. You choose when they join ⏱️


🔑 Who can set up auto-add in Kraaft

Only administrators and account owners of the workspace can change this setting 👤 It applies to the whole Kraaft workspace, not just to the person who changes it 💡


⚙️ Turn on auto-add in the Kraaft planning

  1. Open your planning settings ⚙️

  2. Go to Manage, then Auto-add

  3. Choose the timing that suits your teams ✅


⏱️ Choose the right auto-add timing

Kraaft gives you five options 👇

  • 🚫 Never — nobody is added automatically

  • ⚡ At creation — the person joins the conversation as soon as they are assigned

  • 📅 1 day before — they join the conversation the day before the assignment starts, at 7 am

  • 📆 2 days before — they join two days before the start, at 7 am

  • 🗓️ 1 week before — they join seven days before the start, at 7 am

Here's an example 🎯 Paul is assigned to the Dupont worksite starting on 28 September. With 1 day before, he joins the conversation on 27 September at 7 am, whatever the start time. If that deadline has already passed when he is assigned, he is added right away ✅

💡 Why not set everything to “At creation”?

If you plan a worksite three months ahead, your field teams would see the conversation show up on their home screen far too early 📱 A delay of a few days keeps their conversation list clear and focused on current worksites 👷


🔄 What happens when you change the auto-add setting

Kraaft shows you a message when a setting change triggers an action 💬

  • 🚫 To “Never” — all scheduled additions are cancelled, but nobody is removed from conversations

  • ⚡ From “Never” to “At creation” — existing assignments are not processed: only new assignments, or ones you edit, trigger an addition

  • 📅 To “X days before” — upcoming assignments are taken into account, and people whose deadline has already passed are added immediately

  • 🔁 From one timing to another — scheduled additions are recalculated based on the new timing

  • ⚡ From “X days before” to “At creation” — everyone waiting is added right away

⚠️ An addition that has already happened is never reversed — if you delete the assignment afterwards, the person stays in the conversation. However, if the assignment is deleted before the deadline, the scheduled addition is cancelled.


👷 Who gets added, and to which Kraaft conversation

  • 👤 Only Kraaft users are added — equipment, vehicles and other custom resources don't trigger anything

  • 💬 For an assignment linked to a conversation, the person joins that conversation

  • 📋 For an assignment linked to a report, they join the conversation the report belongs to

  • ➖ An assignment linked to neither a conversation nor a report doesn't trigger any addition

  • 🔔 The added person gets a notification, just like a manual addition

  • ✅ If they are already a member of the conversation, or have been deactivated in the meantime, nothing happens


📞 Need help?

If you have any questions, Contact us!

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