Summary

Teams are the types of operational work in your business. A team can be general, like a role or position, or specific, like a task. You decide how to set up your teams. Examples are "Front of House," "Play Group Supervisor," and "Kennel Cleaning."

Important: Create teams by role or position if your staff know that specific roles handle specific tasks. If your team is smaller and tasks are shared, teams by type of work may fit better.

Steps

1. Go to Left-hand Navigation: Reports & More » Manage Schedules.
2. Select Manage Teams near the top right of the scheduling page.

   

3. In the Manage Teams window, enter each type of role you want to schedule. Give each team a Team Name and a Color.

   

Related Articles

• Create Schedules How-To
• Split Shifts Reference
• Recurring Shifts Reference