Create or Copy a Team

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Teams belong to Service Types and can be created in any plan. If a team is set up just the way you want it, you can copy it from any other Service Type into another Service Type.

From a plan, select the gear icon to show the list of teams and create a new team.

gear icon on plans

Select Add Team to create a new team or create a team based on a different team.

teams tab

Create a New Team

Enter the name of the new team then select Submit to be taken to the Team Page to adjust settings and add new members.

add new team

If you have Other or Rehearsal Times in your plan, select the time(s) the team is expected to attend. When new plans are added, this team will be assigned to the time(s).

time assignments

If you forgot to assign a time, you can assign it later from the plan.

Select Submit then add positions and members and adjust any settings for the team.

Since you created the team, you are added as a Team Leader. If you aren't the Team Leader, add the right person on the Team Leader tab.

Copy a Team

Enter the name of the new team then select Copy to copy a different team.

copy a team

Choose the Service Type as well as the name of the team you're copying from then select Submit to be taken to the Team Page.

If you have Other or Rehearsal Times in your plan, select the time(s) the team is expected to attend. When new plans are added, this team will be assigned to the time(s).

time assignments

If you forgot to assign a time, you can assign it later from the plan.

Select Submit then make any adjustments to this team, and it will only affect the new team.

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