Hey there! How can we help?

Search

Create, Edit, or Delete Teams

Erin Lavey
Erin Lavey
  • Updated

Group employees into Teams so you can assign Checklists & Tasks to be completed by the employees responsible for a specific area of your operation

Create a Team

1. Admin.png2. Teams.png3. Add Team.png

  1. From the Menu, tap Admin
  2. Tap Teams
  3. Tap on the + icon in the top right corner
  4. Enter the Team Name
  5. Select a Team Leader
  6. Select a Team Color
  7. Tap Manage in the Members section to add team members
  8. Select the desired employees and tap Save
  9. Tap Save at the bottom of the screen

4,5,6,7 Enter Details.png8. Select members and save.png9. Save.png

Edit a Team

1. Admin.png2. Teams.png3. Select Team.png

  1. From the Menu, tap Admin
  2. Tap Teams
  3. Tap on the Team you'd like to edit
  4. Edit the Team name, Team leader, Team color, as needed
  5. To add or remove Users from the team, tap Manage in the Members section
    • Search for and select or deselect the desired employees and tap Save
  6. Tap Save at the bottom once you are finished

4,5,6,7 Edit Details.png8. Select Members and save.png9. Save.png

Delete a Team

1. Admin.png2. Teams.png3. Select Team.png

  1. From the Menu, tap Admin
  2. Tap Teams
  3. Tap on the Team you'd like to delete
  4. Tap the three dots in the top right corner
  5. Tap Delete Team
  6. Confirm Deletion
    • This cannot be undone

4. Menu options.png5. Delete option.png6. Confirm delete.png

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.