Team Member Groups are now called Teams in Workyard.
An admin can assign team members to multiple Teams. Only an admin can create a Team. Teams make it easier and more efficient to quickly complete actions which involve multiple team members.
Why create a Team?
Save time on repetitive actions
Selectively review time data of team members
Download reports for multiple team members quickly
How to create and manage team member groups?
Go to Team Members --> Teams
2. Add a team with +Team
Important: Selecting All Team Members option creates a Team with all the active team members. Any future team members are NOT automatically added to such a team. Admin has to assign them.
Archive or Delete a Team
Archiving a team makes it inaccessible within your account.
Archived team can be viewed in the Archived Groups list.
Archived team can be Restored to use it.
Deleting a team will permanently delete the team and it cannot be retrieved again.
How to assign a team to a team member?
You may assign the team to an existing team member or an invited team member by:
Going to Team Member --> Edit the team member --> Edit Job Information
Add the team from Team Member Group field.
If you have not added a team already, click on 'Create new group' option
How to use teams in Workyard ?
Easily assign task to multiple team members: When creating a task, assign it to a team instead of selecting individual team members from the Team Members drop-down.
Download time reports by team member groups: From the Time Cards dashboard, now it is possible to download the time reports of multiple team members using Teams quickly. Simply select a group aka Team instead of individual team members from Team Members drop-down.
Quickly filter the time data of team members for review using teams: On the Time Cards dashboard, filter the time cards by team member groups aka Teams instead of selecting multiple team members.
