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Automation

How to assign a task to a Team

You can assign tasks to a Team. In this case, once you assign a task to the team, the system automatically assigns that task to all team members.
-Please make sure you have created a Team.

How to create a Team?
To create a Team, go to Contacts -> Staff -> Teams, click on Create Team button.
1. Set your preferred Name for the team, in the opened page.
2. Leave Parent Team filed blank or select a previously created Team from its drop-down options.
3. Add your preferred Description in the related box.
4. Click on Save and Close button to save the details.
How to assign staff as members of a Team?

To assign staff as members of a Team, go to Contacts -> Staff -> Profiles, choose your preferred staff.

1. Click on Edit button, in the Staff profile page. 

2. Choose the Team you would like to assign the staff to under Teams Supervised title.

3. Click on Save and Close button to save the details. 

 

You are able to assign tasks to Teams as well as individual Staff

To create a team, you can do as explained above on How to create a Team?.

 

To Choose team members for each team, go to Contacts -> Staff -> Teams and select the Staff you have in mind. Then Click on  three dots and Edit button. A window will appear in which you can select from drop down. Finally, click on Save and Close.

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