Team Management Guide

This guide walks you through the Team Management feature, where users can group employees into teams for better task management and organization. Teams are essential for coordinating employees efficiently, and each team is led by a designated leader.

The Team feature allows cleaning company administrators to organize their employees into teams. Each team can have its own leader and selected members, making it easier to assign and track tasks. Note that before creating a team, you must have at least one employee profile in the system.

On this page

Introduction to the Team Feature Overview Creating a Team Managing Teams Bulk Actions

Overview

The Team Management dashboard provides a list of all created teams and their basic details. Below is an image showcasing the dashboard layout.

Creating a Team

Create Button

To create a new team, click on the Create button on the Team Management page. Below is an image of the Create button.

Create Overlay

When the Create button is clicked, a small overlay appears with an option to Create a Team. Below is an image of the overlay.

Team Creation Form

After clicking the Create a Team option, a form is loaded. Below is an image of the form.

The form requires the following details:

Team Name: Enter the name of the team.
Select Employees: Choose employees to be part of the team. Note that each employee can only belong to one team.
Pick Team Leader: Click the button to select a leader from the chosen employees. The team leader has the ability to manage tasks assigned to the team.

After filling out the form and selecting a team leader, click the Create button to finalize the process.

Managing Teams

3-Dot Menu

Each team entry in the dashboard has a vertical 3-dot menu on its right-hand side. Below is an image of the menu.

When clicked, the menu displays the following options:

Full Details: View detailed information about the team, including the number of employees and their roles.
Delete: Remove the team from the system.

Bulk Actions

Checkboxes

To the left of each team entry is a checkbox. Selecting one or more checkboxes activates a vertical 3-dot menu at the top of the page. Below is an image of the checkbox and top menu.

Bulk Delete

Clicking the top 3-dot menu brings up a small overlay with a single option: Delete. Selecting this option deletes all the teams whose checkboxes are selected. Please note that this action is irreversible.