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Make a team for each van, give work to a person or a team, and see where it lands for the tech.
Most techs ride to the boat in a van with another person. A team is that van. Put two people in one, and you can give a visit or a to-do item to the whole crew instead of picking one of them. This is how to set teams up, how to hand work to a person or a team, and what the tech sees afterward.
Teams are managed by owners and admins, on the Team screen.
A person can be in one team at a time, so choosing another team for them moves them. Viewers are not listed, because they do not take on work. Two teams cannot share a name, and the screen tells you if you try. To rename a team, edit its name and tap Save name.
To delete a team, tap Delete under it, then Yes, delete. The screen warns you first: work given to it goes back to not assigned. If you are not an owner or admin, the screen says only owners and admins can change teams.
When you schedule a visit, the Who goes list has two groups: People and Teams. Choose one. The same list appears on a visit you already planned, with Save changes. Whoever picks a team is saying that either of its members can do it, and each member sees it as theirs. Someone who has since left the company is no longer offered, and saving the visit clears them.
Things found on a check land on the boat's To do tab. Each item has an Assign to control. Tap it and choose Not assigned, a person under People, or a team under Teams. It saves as soon as you choose. An item goes to one person or one team, never both.
Who can assign is the same as who can schedule: owners and admins, and a tech only with the Schedule visits switch on. If you cannot assign, you do not get the control. You see a line saying who the item is assigned to instead. Add techs and set what each can do shows where the switch lives.
On Today, a group called Assigned to you sits at the top, above everything else. It only appears when something is assigned, and it holds three kinds of thing:
Team membership is read as it stands today. Move someone to another team and the old team's work stops showing for them, and the new team's work starts. Items that are resolved or declined drop off the list.
Visits given to a team also reach each member's phone calendar, the same as visits given to one person. Follow the steps in the calendar article to subscribe. To-do items do not go to the phone calendar; they live on Today.
Where do I make a team?
Menu, then Team, then the Teams card. It is there for owners and admins only.
Can a tech be in two teams?
No. A person is in one team at a time. Choosing another team for them moves them.
Can I give one item to a person and their team?
No. An item or a visit goes to one person or one team.
I do not see Assign to on a to-do item. Why?
You may not have permission. Owners and admins can assign, and a tech can only with the Schedule visits switch turned on. Without it you see who the item is assigned to, but you cannot change it.
What happens to work when I delete a team?
It goes back to not assigned. Give it to a person or another team afterward.
YachtGrade was designed by a USCG 100-ton captain who spent five years managing, detailing, running and selling boats in South Florida, after four years building IT systems for businesses. Who built it →
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