01What it is
A team is a standing crew, not a list of people tied to one project. It has a name, a state of Active or Disbanded and members drawn from the company team.
One member is the team leader, the person the project manager calls. Naming a new leader moves the previous one back to member.
A team has one active assignment on any given day. Moving it to another project closes the previous assignment on the day before, so no day belongs to two projects at once.
- TEAM LEADER
- One per team, listed first.
- WHERE IT WORKS
- The project from today's assignment, or the Free label.
- HISTORY
- Every assignment with dates and number of days.
02What it is for
See who is idle
The Unassigned tile shows active teams that are not working anywhere today.
Plan the crew
An assignment with a start date builds the attendance plan for the project.
No surprises
Assigning or moving a team sends an in-app notification.
A record of work
The assignment history shows who worked where and for how long.
03Main options
Teams is a list with tiles, the team record with the Members and Assignment history tabs, and three assignment actions in the record menu.
Every crew and where it works today
Tiles: Active teams, Deployed, Unassigned and People in teams.
- Columns: team name, team leader, members, where it works, state
- State filter Active or Disbanded and search by team name
- CSV export of the current filter
Members and history of one crew
Tiles: members with the leader's name, where it works, days on site and assignments in total.
- Members: person, role, phone; the team leader at the top
- Add a person from the team with the role Member or Team leader
- Assignment history: project, from, to, days and the status Current or Finished
Assign, move or release
Each of the three actions opens a small window from the team record menu.
- Assign to project: a planned or in-progress project and a start date
- Move the team: a new project and date; the previous assignment closes the day before
- Release the team: end the assignment on a chosen day
04Tasks step by step
- STEP 1Open Modules › Team on site › Teams and choose New team.
- STEP 2Enter the team name, for example Finishing team Nowak, and save.
- STEP 3On the team record, in the Members tab, pick a person from the team and a role, then Add.
- STEP 4Add one person as Team leader.
- STEP 1On the team record choose Assign to project.
- STEP 2Pick a planned or in-progress project and the start date.
- STEP 3Save. The team appears in that project's attendance plan and a notification is created in the app.
- STEP 1On the team record choose Move the team.
- STEP 2Pick the new project and the day the team starts there.
- STEP 3The previous assignment closes the day before; the history stays.
- STEP 1If the team has an active assignment, choose Release the team first.
- STEP 2Edit the team, set the state to Disbanded and save.
- STEP 3Only a team with no assignment history can be deleted.
05Actions
The most common tasks around teams.
New team
A crew with a name and state.
Add a person
A member or team leader from the company team.
Assign to project
Project and start date.
Move the team
A new project with no overlapping days.
Release the team
End the assignment on a chosen day.
CSV export
The team list from the current filter.
06What it connects to
Choose a module to see how it uses teams.
Attendance
Assigning a team puts its members into the project's attendance plan.
Go to the topicAttendanceTimesheets
Planned days on a timesheet come from team assignments.
Go to the topicTimesheetsProjects
The People tab on the project record shows the assigned teams.
Go to the topicProjectsIssues
The issue record shows the teams assigned to the project before the issue.
Go to the topicIssues