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


In the new window, you can write name of the team (it will be shown in the jobs) and 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 a permission to login to  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 job as completed.


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


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


Make all the necessary changes and click Save and close button. With Delete button you can delete 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.