Teams

Organize volunteers and staff into teams with their own members, lists, and tasks.

1 min read

Teams turn a crowd of volunteers into working units: a canvassing crew, a phone-bank team, an events committee. Each team page carries its own tabs for activity, volunteers, lists, and tasks, so the team’s whole world lives in one place.

The Teams page shows each team as a card with its volunteer count and its lead: the person who fields shift questions and escalations. A team with no lead shows a No lead warning (“Shift questions and escalations have nowhere to go. Pick a lead.”); open the team and set a lead to clear it.

Set up a team

Open TeamsEvery team shows as a card with its lead and volunteer count.
Click New teamName the team and describe its purpose.
Add volunteersBuild the roster from your existing people.
Give it workAttach lists to call through and tasks to complete. The team page tracks both.

Teams pair well with shifts

Schedule a team’s work as volunteer shifts and attendance flows back to each member’s profile. See Events and volunteer shifts.

Try this on sample data.

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