Creating and Managing Teams

Teams let you group users into functional units for bulk assignment and performance tracking.

Creating a Team

1. Go to Settings > Teams (Advanced+ plans)
2. Click New Team
3. Enter team name (e.g., "Night Shift Cleaners", "HVAC Technicians")
4. Select the site(s) the team operates in
5. Add team members from your organization
6. Save the team

Team Membership

• Members can belong to multiple teams
• Each member has a role within the team
• Team membership affects bulk assignment and notifications
• Members receive team-specific notifications

Bulk Assignment

Assign work orders or issues to an entire team:

1. Select the work order or issue
2. Choose "Assign to Team"
3. Select the target team
4. All team members are notified
5. First responder can claim the task

Round-Robin Notifications

When a task is assigned to a team:

• Notifications rotate among team members
• Ensures fair distribution of workload
• Prevents the same person from always getting notified
• Tracks who responded and who didn't

Team Performance

View team-level analytics:

• Tasks completed per team
• Average response time
• Issue resolution rate
• Team activity leaderboard
• Comparison across teams

Tips

• Keep teams focused on specific functions or shifts
• Review team composition regularly
• Use team performance data for resource planning
• Combine with auto-assignment rules for optimal workflow