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Using Teams

Matt F.
  • Updated

Don't see this feature? Teams are only available for organizations on the InCheck platform. If you have any questions about how your team can access this feature, reach out to support@sitecompli.com.

ADMIN ONLY: You must be an Admin to create Teams for your organization. You can tell if you have Admin privileges because you will have the Company menu option in your profile. If you are not an Admin, please have an Admin for your account contact support@sitecompli.com.

Teams are groups of Users that fulfill the same Role or function.

This guide goes over how to use Teams in InCheck, how to create new Teams, edit an existing Team's settings, and remove Teams that are no longer needed.

Overview

Teams can help you organize your organization's work in the same way you organize your company. You can assign Tasks to Team, in addition to individual Users or Roles, giving your staff members the flexibility to work on projects as they have the bandwidth.

When a Task is assigned to a Team or a Role assigned to a Team, all members of that Team will be alerted of the Task and one Team member will have to accept the Task as their own.

Once a single Team member picks up the Task, it will be removed from the Team's Tasks that are waiting to be accepted and belong to the Team member that picked it up.

MaintenanceTaskstoPickup.jpg
Example of Tasks assigned to a Team that are waiting to be picked up by a Team member.

The Team Tasks Page allows you to see all of the work that each of your Teams has been assigned, picked up, and completed. 

TeamTasksPage.jpg
Example of Team Tasks Overview page.

Create a New Team

To create a new Team for your organization:

  1. Click the circular icon (the one that contains your initials or your picture) in the upper right-hand corner
  2. Click Company
  3. Click Teams
  4. Click Create Team
    • Enter a name for the new team
    • Begin typing the names of the individuals that you would like to add to the team
    • Optional: Select a Role for the Team

TIP: Have a group of people that have the same Role across several of your buildings? Assign a Role to your Team.

  1. Click Create
TeamRole.jpg
Example of creating a Team and assigning a Role to it.

Individuals can be part of multiple teams at the same time, similar to Property Groups.

Edit a Team

To edit the members or the Role of an existing Team at your organization:

  1. Click on the circular icon (the one that contains your initials or your picture) in the upper right-hand corner
  2. Click Company
  3. Click Teams
  4. Click the pencil icon next to the team you want to edit
    • To add new team members, select them from the drop-down menu
    • To remove team members, click the X by their name
  5. Click Update
teamsetup.jpg
Example of editing a Team.

Remove a Team

To remove a Team from your organization:

  1. Click on the circular icon (the one that contains your initials or your picture) in the upper right-hand corner
  2. Click Company
  3. Click Teams
  4. Click the trash can icon next to the team you want to delete
  5. Click OK

 

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