How to Create Teams


Teams are groups of employees, contractors, and plant itemsClosed Equipment that your business owns and maintains, such as vehicles, mobile devices, machinery, specific tools, etc. that can be scheduled as one unit. This is useful for avoiding scheduling conflicts and making your scheduling workflow more efficient.

If any employee, contractor, or plant item in a team has already been scheduled to another job, the team as a whole appears unavailable for scheduling, although the employees, contractors, and plant items are still available individually. Individual employees, contractors, and plant items can be assigned to multiple teams.

This feature is best used for teams that are assembled for the long term, rather than teams that change regularly.

You may wish to create a team for all employees so that you can easily schedule public holidays for everyone at once. You can also create a team for all technicians to schedule activities such as safety meetings.