Create a Team

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To create a new team for a Service Type, either copy a team that's similar to your new team or create a brand new team. After creating the team, add a team leader, create positions and assign team members to those positions.

Check out this clip from Planning Center University.

Teams belong to Service Types. From the Plans page, click the gear menu for a Service Type, and then select Teams.

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From the Teams tab for a Service Type, click Add Team, and then enter your new team information.

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  1. Enter the team name

  2. Select New if this is a new team, or Copy to copy an existing team

  3. The person who created the team will automatically be added as a team leader. Remove any leaders by clicking the x or add new leaders by searching for them.

  4. Check to create a Rehearsal Team and/or Split Team .

Benefits of Assigning People to Teams

When teams are properly set up with all their members and leaders assigned, you gain the following benefits:

  • Members can click the Email My Leader button on their My Schedule page to contact any of their leaders.

  • Members can see which teams they are assigned to and set scheduling preferences from their profile.

  • Schedulers can use Needed Positions to schedule people from a list of team members.

  • When someone declines, schedulers get a list of other people assigned to that position in the decline message so they can instantly reschedule it from their email.

  • The People tab can only show you the people assigned to your teams and filter out everyone else.

  • The ability to email everyone on your team, even if they aren't scheduled to the same date, or even email everyone on multiple teams at once.

Add Team Leaders

Team Leaders are added to the team when the team is created, but additional Leaders can be added to a team. Each team must have at least one Leader to schedule, manage and communicate with team members. Leaders can also receive scheduling and blockout notifications from team members.

 
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  1. Select the Team Leaders tab

  2. Select the Add person button and search for someone or create a new person who will lead the team

  3. The Team Leader can set up notifications here

After adding a leader, set the team leader notifications.

Create Positions

To add a position to a team, click Add position in the team Members tab, and then enter a position name.

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Caution

Position names should not include times. Use Split teams to assign people to specific plan times.

Add Team Members

To add a person to an existing position:

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  1. Select on the positions tab

  2. Select Add person then type in the name of the person you are looking for and select their name from the list or create a new person

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Notice

It's possible to assign a person to more than one position on a team, but if you have a large team that you want to schedule all at once, we recommend that you assign each team member to only one position.

After you've added a person to a team, you'll see this team and position listed in the Teams section of their profile.

Tip

If you already have teams created, and you have been scheduling people without assigning them to teams, you can assign people to teams using the auto-assign feature.

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