Set Up Teams (How-To)

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Teams will be your “types” of operational work that you have in your business. For example, a team might range from something more general like a role/position or it may be something more specific like a specific task. How you configure your teams is up to you! Some examples might include: “Front of House”, “Play Group Supervisor”, or “Kennel Cleaning”.

Important: You may want to create teams based on roles/positions if your team understands that specific tasks are handled by specific roles. On the other hand, if your team is smaller and specific tasks are handled more fluidly, then creating teams of specific types of work might be a better solution.

 

Set Up Teams

  1. Navigate to Left-Hand Navigation: Reports & More » Manage Schedules.

  2. Towards the top right of the scheduling page, you can select the option to Manage Teams.


  3. From the Manage Teams pop-up window, you can enter the different types of roles you want to schedule. Each team needs a Team Name and a Color.

 

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