Teams are groupings of users that can be used to assign multiple users at the same location to a single task.
You can create teams based on the kind of work your users perform, such as HVAC, electricians, facility management, etc. You can also create teams based on user schedules, like a morning or afternoon shift.
This article will teach you how to create teams in Limble.
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How to Create a Team
Since team configurations are location-based, you can set up different teams at every location.
From the navigation menu, click on the locations icon. Next to your desired location, click on caret icon to expand your options. Then, click "Teams."
You will be taken to the Manage Teams page. Here, you will see all of your users at that location in Users section, and the teams you create will be in the Teams section.
In the Teams section, click “Create Team.”
Name your team in the new field. In this example, I’ll name this team “Morning Shift.”
Now that the team is created, you can add users to the team. Go to the Users section and click "+" next to the desired user.
In the new window, select the team you want your user to be added to.
Now the user is associated with that team and will be added to any tasks assigned to that team.
You can remove team associations at any time by clicking the trashcan icon next to the team. You can delete teams by doing the same thing.
(Note: before deleting a team, make sure to reassign any tasks to other users or teams, or the tasks will become unassigned.)
Teams vs. Roles in Limble
In Limble, teams and roles serve two distinct purposes but are sometimes mistaken as the same feature.
Roles are groupings of permissions that can be assigned to users, while teams are groupings of users that can be assigned to tasks.
In this instance, a Manager and a Technician are both on my "Morning Shift" team.
Because they are both on the team, they will both be assigned to tasks assigned to the Morning Shift team.
Within the task, the user with the Manager role has more permissions than the user who has the Technician role.
For example, the Manager can change the task due date or instructions, whereas the Technician may be unable to do so because their role does not include permissions to perform those actions.