How to group team members for the schedule
Before you start
The workspace admin or office staff can manage teams. Open Team members (phone: More, then Team members; computer: sidebar footer). Field staff cannot open that page.
Teams are labels for your own planning. They do not change billing seats or roles.
Steps
- Open Team members. Invite staff first if you are still growing the list.
- Scroll to the Teams section below the members table.
- Enter a team name (for example Bristol, North, or Project Alpha) and choose Add.
- Assign people in either direction:
- On a member row, tick the team chips in the Teams column.
- On a team row, tick the member chips in the Members column.
- A person can be on more than one team (for example Bristol and South West).
- To rename a team, edit the name on its row and click away. To remove a team, choose Delete. Member assignments for that team are cleared.
Filter the schedule by team
- On a computer, open Work Schedule.
- Choose Team week in the header.
- Open Filter by team and pick a team. Only members on that team appear as rows.
- Choose All teams to see everyone again.
Team week and the team filter need a wide screen (about 901px and above). Phones stay on the usual Diary layout.
When teams help
- Regions or depots when you have many engineers spread across towns.
- Project crews when a subset of staff mostly work together for a few months.
- Office planning when you want a smaller Team week board without hiding people from JobSheet.
Teams do not limit who can be assigned to a job. Assignees on job sheets are unchanged.