You will use teams you have created to speed up the assigning of canvasses and tasks you have made in the People and Maps pages. You can also review how a particular team is performing.

Getting Started

Select the Teams icon as illustrated below 

There are four sections to note from our Teams page:

  1. Go To The Teams Page 
  2. Invite Your Team Members. 
  3. Toggle  Campaign User/Team View

From The Team View 

  1. Go to the Teams Tab 
  2. Create a new Canvassing Team
  3. View/Edit existing teams 

Creating a New Team

To create a New Team from the Team Tab:

  1. Select Create Team
  2. Type a Team Name
  3. Select a Team Colour
  4. Assign Team Members
  5. Select Create Team

Team View

From here, we can:

  1. View existing teams

  2. Click on a Team to see the breakdown of members.
  3. Edit/Delete Teams

Once we hit Edit Team, we can choose whether to select more team members or deselect members. Then hit Save to complete the updated Team

Campaign User View

From the User view we can invite a new Team Member, or click on an existing user to view their statistics
 

Enjoy creating your teams! if you have any questions on this please contact Support.

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