What are teams used for?
Teams settings can be used to more easily see how different teams within your business are performing. This helps you quickly filter data across your quotes, jobs, referral partner and tasks table as well as your reporting.
This feature is standard on our Large plan upwards.
1. Creating a team
Navigate to Settings > User settings > Manage users > Teams Settings tab.
Press Add team
Enter the team name in the row that appears and press Save
2. Assign users
Press on Manage users next to the team name
In the pop-up, tick the users that you want to add to the team.
Once selected, press the Save button.
Press the + button before each team name, to view who all are added to that team.
3. Filter your data by team or user
On your
- Quotes
- Jobs
- Referral partner
- Tasks
- Calendar
- Reporting pages
you can use the user filter to select a team or user to filter your data by with ease.
