How to Create a Team Cheat Sheet

Teams are used to assign activities and manage updates from the mobile app. For attendance, they also allow supervisors to mark attendance for their team members. Teams can be created in two ways:

• On the Dashboard using Create New

• On the Dashboard using Bulk Upload

Goal 1: Create a Team Using Create New

1. Go to Dashboard > Workforce Admin > Material Team

2. Click Create New to add a single team

3. Fill in the required team details

4. Save the record to create the team

Goal 2: Add Teams through Bulk Upload on the Dashboard

If you need to add multiple Teams at once, the Admin can upload them in bulk from the Dashboard.

1. Go to Dashboard > Workforce Admin > Teams

2. Click Download Data Template

   

3. Fill in the Team details in the downloaded template

4. Save the file in CSV format

   

5. Return to the same screen

6. Upload your CSV file and click Upload Data

7. Once the upload is successful, a message will appear:"Complete data has been uploaded without Error"