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Setting up blocklists
Setting up blocklists

Block an employee from being booked on a job with a particular client, project, client contact or employee.

Kat McDevitt avatar
Written by Kat McDevitt
Updated over a week ago

Let's face it... not everyone at work gets along. Blocklists on Traffio allow you to block an employee from being booked on a job with a particular client, project, client contact or employee.

This guide covers

With a blocklist turned on. The booking board will warn you that that resource can't work on that booking. Once an employee with a blocklist is added to a job, by default the other employee will


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How to set up a Blocklist

A blocklist is used to block a person from a client, project, client contact or person.

  1. Navigate to the People tab on the left sidebar

  2. Select Blocklist on the top toolbar

  3. Click +New.

  4. Select Blocklist Type

  5. Fill in details

  6. Create

Block an employee from working with a client

A client blocklist is used to block a person from working for a particular client.

  1. Select Client Blocklist

  2. Choose the person that you are looking to block from a client

  3. Choose the client you are blocking the person from working with

  4. Click save

Block an employee from working on a project

A project blocklist is used to block a person from working on a particular project.

  1. Select Project Blocklist

  2. Select the person you would like to block

  3. Select the client related to the project you are blocking the

  4. Select the project that you are blocking the person on

  5. Click Create

Block an employee from working with a client contact

A client contact blocklist is used to block a person from working with a particular client contact

  1. Choose Client Contact Blocklist in Blocklist Type

  2. Select the person you are blocking

  3. Select the client you are blocking the person from

  4. Select the client contact you are blocking the person from

  5. Click Create

Block an employee from working with another employee

A person's blocklist is used to block particular people from working together.

  1. Choose Persons Blocklist in the Blocklist Type dropdown

  2. Select two or more people not to work together

  3. Add the reason why they can no longer work together. This reason will be visible to office staff.

  4. Select Create

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