Create or Edit a Team

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There are several ways to make your teams fit your church. Take a look at when to choose between them: 

  • Create a team from scratch when setting up your account or with a team that is unlike your existing teams.

  • Copy an existing team if the team exists in a different service type.

  • Edit an existing team when your teams grow and change. Adding new positions or changing position names is expected as you learn what works better for your church. 

Tip

Since you can assign times to each team, consider grouping positions around those times for ease of use. For example, if all your team leaders need to arrive before your team members, having a team of those people would work well. 

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 appropriately 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 when the team is created, but additional leaders can be added. 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 to lead the team.

  3. The Team Leader can set up notifications here.

After adding a leader, set the team leader notifications.

Create Positions

Positions should be customized to meet your church's needs. You can add as many as you need and organize them in a way that makes the most sense for displaying them in your plans, matrixes, and reports.

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  1. Reorder positions by grabbing the handle and moving it where you want it in the Positions order.

  2. Add new position.

Caution

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

Edit a Position

When your church's needs change, you may need to edit your existing structure. To change a position name, select it in the sidebar. Use the edit pencil in the center panel to make changes, and then select Save

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Add Team Members

To add a person to an existing position:

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  1. Select the positions tab.

  2. Select Add person, 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 you want to schedule all at once, it is recommended that each team member be assigned to only one position.

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

Tip

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

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