To begin your work with the team open Teams page on the main menu. To create a new team, click on the Add team button above the list of all teams.


In the new window, you can write the name of the team (it will be shown in the jobs) and a short description.


Don't forget to set the foreman — he is the only one who will be able to finish the job assigned to this team.


1454336260_58.pngAny worker can be set as a foreman if he has permission to log in to the mobile application and complete jobs (permissions can be configured in the user edit window in Settings Users).


Click on the Workers field and choose all the workers you'd like to add to the team from the list.  These workers will be able to see all the information about the job,  assigned to their team, but they won't be able to make any changes in the report or set the job as completed.


All the members of the team need to have permission to log in to the mobile application. It's not necessary for them to have permission to complete jobs. 


To edit the already existing team, click on its name in the list of teams.


Make all the necessary changes and click Save and close button. With the Delete button you can delete the team you're not planning to use anymore. 


To learn more about assigning jobs to teams, read our article Working with teams.


If you need any help, leave us a ticket or write to our email address: support@planado.app.