Set Up a Team

Created on:
Updated on:

To create a team, you need to add a new team to a Service Type, and then add positions and team members.

Check out this video for an overview of how to create teams, and then see the article below for more details.

 

Create or Copy a Team

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

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

You can copy team settings from an existing team or create a new team.

Copy a Team

If you have an existing team that is similar to the one you want to set up, you can copy that team.

copy a team
  1. Enter the new team name, and click Copy.
  2. Select the service type and team that you want to copy from.
  3. If you want to copy over team members from the existing team, check Include Team Members.

If Include Team Members is not checked, team settings and positions will be copied to the new team, but any people or tags won't be assigned to the new team.

Create a New Team

If you don't have an existing team that you want to copy from, create a new team.

  1. Enter the team name, and click New.
  2. If you to split team members between multiple service times, check Split Team.

If you have Other or Rehearsal Times in your upcoming plans, check any times that you want to assign to the team, and click Submit.

time assignments

You can also assign times later from the plan if you don't want to assign them now.

Add Positions and Team Members

After creating a team, create positions for the team and assign people to the positions.

If you choose to create a team either by using the list of common teams or copying positions from another team, you will already have positions created in the team, but you can change them or add new positions.

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

Add positions

To add a person to a position, click on a position on the left, and then click Add Person.

Type a person's name into the search box, and then select their name from the list or create a new person.

team leaders

After adding a Team Leader, check the appropriate boxes for the scheduling notifications they will receive.

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

Next, set up your scheduling templates.

Was this article helpful?
21 out of 45 found this helpful