Work Teams allows project members to be grouped into teams (crews) according to the Trade and Skills, to accomplish tasks that are too large or complex for individuals to complete.  To access Work Teams, in the Project Dropdown Menu go to PLANNER™ Settings > Work Teams as shown below.



  • Users can add a new Work Teams by clicking the '+' icon in the Toolbar.



  • Fill out the Fields in the Create New Work Team window then click 'Save' to save the new Work Team.




Work Teams How To?

How to Add a Work Team

How to Edit a Work Team

How To Deactivate a Work Team


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills

Rules

Shifts

Calendar

Default Board

Materials




Last Updated: Nov-18-22