Two New Features; Team Role Templates and Sending Single Assignment Email

We just rolled out a great feature for Team Scheduling that really adds a whole new dimension to this page. It is called Team Role Templates, and here is how it works.

Within a team, “templates” of roles can be created. This would be a set roles that you often scheduled together. Here are two examples:

1) You have a Technology team that consists of all of your camera, lighting, soundboard, and computer operators. But for a normal service, you have 1 soundboard, 1 lighting, 2 camera, and 1 computer. A Team Role Template can be created with just these 5 roles.

2) You have two worship teams that alternate weekends: 1st and 3rd Sundays and 2nd and 4th Sundays. All of these people are on the same “team” in WP, but are always scheduled with their band for 1st and 3rd or 2nd and 4th weekends. Two Team Role Templates could be created called “1st and 3rd” and “2nd and 4th”. Each template could have the roles and the people specified as well.

You could even think of team role templates as “sub-teams”. The beauty of setting these up comes when you schedule them. Team Role Templates will appear as green-shaded items in the team panel on the far left side. By dragging a template to a service, all of the entries for that template will be slotted and/or assigned for that service.

To create team role templates, you can go to the Team Scheduling page, then click the down arrow next to the team name (on the far left side, not within a service), and select “Team Role Templates”. The interface to create team role templates is just like the Team Scheduling page – drag and drop.

The other feature we applied this evening is the ability to send an assignment email to just one person from the Team Scheduling page. To do so, simply click on the person’s name in the assignment and you will see the familiar menu showing you information about the person. The option at the bottom of the menu is “Send notification email for this assignment”. This will bring up a window allowing you to choose which assignments you want to include the details for in your email, as well as the subject and body of the email.

In the next few weeks, we plan on making the Team Details and Home pages a little more user friendly. This will also make accessing the Team Scheduling page a good bit easier.

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