Add A New Team

This article covers how to create and add a new Team, as well as assign resources to a Team.

To add a new Team, go to Team > Teams. Click the Add Team button.

An overlay will appear where you can add the following under the Team Details tab:

  1. Enter a Description.
  2. Enter a Team Code. This should be shorthand for the Team. It will show up on the scheduling screens. An example would be a Team named "Maintenance Truck 1," which you might call "MTruck1."
  3. If you use route sheets, you can select a Default Route Sheet Format.
  4. Check Show in Calendar if you want your Team to appear as a resource on the Calendar.
  5. Choose the color of the Map Icon/Calendar Color.
  6. Enter a Map Code if you want the Team to appear as a specific color on the Dispatch Board map.
  7. Enter a Starting Address, City, State, and Zip. You would enter this information if the Team starts their day from a location other than the company address. This address will be used to route. 

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You don't need to add Team Assignments when setting up a new Team. However, if you want to assign default resources to your new Team, the following needs to be done:

  1. Click the Team Assignments tab.
  2. Click Add Assignment.
  3. Choose a resource from the drop-down menu. 

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  4. Select the days of the week the resource will be on the Team.
  5. Repeat to add all resources.
  6. Click Save.
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