Create a team

Create a team

1. Navigate to the “Teams” tab
2. Click on the “New Team” button

1. Enter the required fields
   1. Name: Will be visible in resource planning and distribution.
   2. Department (Optional)
   3. Team leader: Will be the person in charge of the daily reports where his team will be distributed
   4. Planner: Will be the person in charge of allocating resources in daily reports
   5. Organization (Optional): Define the organization of the team
   6. Preferred view (Optional): Set the default view for this team in a daily log
   7. Shift (Optional): Set the default shift for this team in a daily log
   8. From the list of employees and equipment on the right, add resources to your teams by pressing the +
2. Click on “confirm” and your team will be created.

Importing teams

1. Navigate to the “Teams” tab
2. Click on the options button at the top right.
3. Click on the “CSV Import” button

1. Click “Upload file” or enter your details manually
   1. If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns from the import.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
2. Review the errors indicated by our tool (if necessary)
3. Click on the “Import” button

Great! You have just created your teams with resources that you can later add to your daily reports during a working day.