Teams

GoServicePro utilizes Teams to place users into groups for easy assigning of work items. Administrators can add and remove individuals from teams and individuals can exist in multiple teams simultaneously. This is an excellent way to define departments, regions, or a co-located workforce.

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Employee Teams screen displays list of all the teams in which current employee is a member. You can add or remove employee from multiple teams. At the time of creating employee, if you have enabled Dispatchable option then the goservicepro automatically creates a team with the employee’s first and last name and assigns the employee to the default team. Else, the employee will not be assigned to any team. However, in either case, you can assign the employee to any number of teams.

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Steps:

  1. To add an employee to a team, from the Add Team lookup dropdown menu, select the desired team to which you want to add current employee. On the toolbar, click Save

  2. To delete current employee from a team, from the Teams list, select the desired team from which you want to delete current user, and then click Delete Team

    3. You cannot remove a supervisor from the team.

  3. To navigate to the desired team, from the team grid list, select the hyperlink of the desired ‘Team Name’

  4. Click the Export to Excel button if you want to export the data in Teams grid to an excel sheet and store locally.