Set up teams to manage member assignments, ensure that the right skills match the appropriate shifts, and improve overall efficiency.
- From the left menu bar, select Scheduling
.
- Select Members and Teams. The Members page opens, displaying a list of members in your group.
- At the top of the page, select Teams. The Teams page opens, displaying a list of teams in your group.
- Select Create a team.
- Configure these settings:
- Teams name: Enter a name for this team
- Select the members of this team: Choose at least one member for this team.
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Select shifts that can be done by members of this team: (Optional) Choose the shifts that members of this team can perform. Members must be eligible for the selected shifts. See Configure skills for members of a group.
Tip: Planners can use this team as a filter in the planning tool or in the group calendar (Member view)
- Select Save. The new team appears in the list of teams. It is part of the current period and future periods.
To modify a team, select . The changes apply to the current period and future periods.
To delete a team, select . Changes apply to the current period and future periods.