Plans: Teams

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The Teams section in a plan shows you the people who are scheduled to this specific plan, organized by Teams.

To access teams, navigate to a Plan, and then tap Teams.

Teams navigation

Use My Teams and All Teams to view who has been scheduled to the plan. My Teams are teams in which you are a leader, assigned to a position, or scheduled for this plan. All Teams are all the teams assigned to this plan.

Some permissions don't allow access to All Teams. Contact your leader if you need access.

My Teams view

Schedule People to the Plan

Tap the + at the bottom of the page to add/remove needed positions, schedule a person, or import a template that you've made in the web app.

My Teams view

In order to schedule people to a plan, you need to have Scheduler permissions and above.

From the menu, tap the action that you want to take.

Schedule people

The following sections explain more about how to schedule people in the Android mobile app. There are more options for scheduling people in the Services web app.

Updating Needed Positions

To change needed positions, increase or decrease the amount of people needed on the team by tapping  the + or - icons.

needed positions

Once you add needed positions, tap the position to schedule someone.

Scheduling a Person

To schedule a person to a team, tap the name of the person, the team that you want to add the person to, and the role that you want the person to fill.

Importing a Template

To import a template, select the template that you want to import from the list of plan templates, and then tap Import. You can set up templates from the Services web app.

importing a template

Contact Team Members

Email or text your teams by tapping the envelope icon on the right corner.

envelope icon

Tap on a team member's name to quickly send them an email, text message, or phone call.

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