In most cases, manually adding people to positions is the easiest way to manage people in a team, but if you share teams or positions across multiple Service Types, tag teams can help you easily populate teams.
If the team is already a tag team, you can disable that type, and the people assigned from tags will stay in the teams. If you enable the tag team type again, your previous tags will be remembered for each position, but anyone without that tag will be unassigned.
Adding people to positions is the simplest way to add team members because you can add and edit the people assigned to each position right from the Team page.
Warning
Unless you have a good reason to use tag teams, manually adding people to each position is recommended.
When you add people to a position, you can search for people based on positions in other Service Types and copy another position to the current position.
You can add many people to the position from the search box, or you can add a person to a position directly from their profile page.
Select Add from the Teams section and type the position you'd like to assign the person.
To add team members to teams using tags, follow these steps:
-
Create tags.
-
Assign people to those tags.
-
Link the position with the appropriate tag(s).
Warning
When the tag Team type is enabled, the Add Person button changes to Add tag. If you're looking for the Add Person button, disable the tag team type in the Settings.
You can add as many tags as you need to the position, but only one tag per tag group can be used. For example, you could use one tag from your Campus tag group and another from your Instrument tag group to narrow down to only those at that campus who play that instrument.
If you have a Sunday Morning and Wednesday Night Service Type that share the same band members,
-
Create a tag group called Main Band with Drums, Guitar, Bass, Keys, etc. as the tags.
-
Assign each person to the correct instrument tag.
-
Add those tags to the Sunday Morning Band Team and Wednesday Night Band Team positions.
If your Kids Ministry volunteers are required to complete a specific training,
-
Create a tag group called Training with Completed, In Progress, Incomplete as tags.
-
Assign each volunteer to the coordinating training tag.
-
Add the Completed tag to every Kids Ministry position to ensure only those who have completed the training are assigned to the position.
Adding Tags to profiles can assign them to a bunch of teams simultaneously. If you look at the Teams section on someone's profile, and there are a lot of teams that shouldn't be there, it's most likely because those teams are set up as tag teams with incorrect tags on their positions.
If you have multiple campuses, you can assign teams based on those campuses; however, if you only assign a campus tag to a position, any person in your account with that tag is assigned to that position, which is probably way more people than you want.
To fix this, you have two options:
-
Add another tag to each position: Find the team and each position set incorrectly and add another tag so that each position populates people with the campus tag and another tag.
-
Turn off the tag team type, which allows you to manually add people to each position and see all the specific people assigned to it so you can remove them without worrying about tags.