Steps in the screenshots correspond to the numbers in the headings.
Before getting into the scheduling portion, you must have scheduling containers and periods built for you to be able to to drop the tasks into. Keep in mind that the Planner will be dropping tasks into the weekly scheduling bucket, to then be confirmed with the customer team. At that point, the work can be further scheduled into a daily calendar by the Supervisor.
1. From the Navigation Pane in the Work Module, click on the Control Center tab.
2. Click on Teams.
3. The Teams Screen loads and on the left you will see a list of Site Teams.
4. To add a new Team, click on the +icon.
5. Fill in the details on the right side of the screen about your team (Team ID, Description, Active, External).
6. Search for the team member you want to add in the Search bar and select the user. Repeat as needed.
7. When all Team Members have been added. Click Save.
1. In the Control Center, select the team you would like to make changes to.
2. Search for the team member you want to add/delete and click the Inactive/Active toggle to make the user Active/Inactive.
3. When all Team Members have been added. Click Save.
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