Creating Tags to Use For Scheduling Teams

This lesson shows you how to create teams for scheduling your people. For instance, if you had a choir that you wanted to schedule all at one time.

On the People page, Click edit tags

On the People page, Click edit tags

The first thing you need to do is set up a tag in a way that identifies your groups or teams. For this lesson, we are going to use the example of scheduling a Choir.

Create a tag group called Choir

Create a tag group called Choir

This step can be done two ways, and it just depends on how you want it set up.

Example 1: Add Choir as an option under a custom property that you already have, such as the Audio/Visual Option here. This might make more sense if there was a tag group called vocals, and you had tags such as lead vocal, and then choir.

Example 2: Create a tag group called Choir. If you do this, you would then need to add tags under this group such as alto, bass, solo, soprano, tenor, etc. I'm going to do this option because I have so many different parts in the choir that I want separated.

Click on the Pencil Icon next to the tags to assign people from your database to this option

Click on the Pencil Icon next to the tags to assign people from your database to this option

Or, from the people page, click and drag the tag onto a person

Or, from the people page, click and drag the tag onto a person

Plans

Plans

Back on the main Plans page, click on a plan.

Set Up Teams

Set Up Teams

Hover over the 'People' area on the left of the plan, and click on the gear icon that appears there.

Add a team or position

Add a team or position

Click create a new team on the bottom left, and then select the option to assign people to a position using tags. If you create a team with the same title as the tag group that we made, it will make identical positions, that will match your tags.

 

For more information on scheduling your groups or teams, click here.

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