Teams and Roles are types of Tags used specifically for organizing and scheduling your people. Because Teams and Roles are Tags, you'll be able to work with and manage your Teams on the People screen as well.
You can create a Team for any ministry that you choose, but especially for those that have scheduling needs. Any leader in your church that has a User Account can use ChurchTrac to schedule their volunteers or people. For example, your Children's ministry leader may want to create a team to schedule volunteers or nursery workers each week.
To create a Team, click "Create a New Team" located to the bottom of your list of teams.
Once a Team has been created, you can edit the Team name, Insert a Team Description, assign a Team Leader & more!
Within every team that you create, you have designated Roles within. Let's say that you create a Welcome Team. In your welcome team, you can create roles such as Greeter, Welcome Center, Usher and others. To create a Role, select the "Create New Role" button.
Once a Role has been created, you can select that Role and begin assigning people to it. There is a number counter to the right of the Role Tag to help you keep track of how many people are assigned to each Role.
At any time, you can view the people assigned to your Team from the Team Members tab. Any dates for a Team Member is unavailable will be shown to the right of their name. You can also add unavailable dates and adjust member details, including their phone number, email address, and communication preference. This determines whether scheduling invites are sent to this person via SMS, Email or Both.