Planning Shop Teams

Updating and Planning Teams in Building Swell: A Guide to Team Configuration

Introduction

Creating and managing teams effectively is crucial for collaborative success in Building Swell. This guide covers the process of updating teams, planning your teams based on skills, and ensuring seamless workflow through team stages.

Step-by-Step Instructions

Navigating to Teams

Go to the "Rules Engine" and click on the "Teams" tab.

Creating a New Team

Click on "Add New" in the top left corner.
Name the team (e.g., "Welding").
Select the shop for the team, like "Headquarters".
Set a "Required Through Date" if the team is temporary. If not, leave it blank.
Save the newly created team.

Adding Members to the Team

Navigate to the newly created team.
To add members, click on the left-pointing arrows.
To filter members based on skills, use the skills dropdown (e.g., "Carpenter"). This can help in adding specific members like "Cassandra".
To remove an unintended member, use the right-pointing arrow beside their name.

Assigning Teams to a Stage

Click on "Assign Stage".
Choose the appropriate stage (e.g., "Ceiling Set").
Save the changes.

Assigning Members to Teams (via People)

Go to the "People's tab".
Click "Edit" next to a member's name.
Under "Team", select the desired team (e.g., "Welding").

Editing and Archiving Teams

To edit the team, click on the "Edit" option.
You can modify the team lead, name, and set an expiration date.
To archive a team, click the "Archive" button in the top right and confirm. Archived teams will no longer be visible.

Tips or Best Practices

Please look over your teams regularly to make sure they are updated with the right members and skills.
Use the skills filter when adding members to ensure the right fit for specialized teams.
Instead of deleting, consider archiving teams for historical reference.

Conclusion

Building Swell provides a comprehensive interface to manage teams, ensuring that you can create, modify, and maintain teams that cater to your project's needs effectively.

Related Articles:

[Managing People in Building Swell: Adding, Importing, and Archiving Users]
[Setting up Shops and Projects in the Rules Engine]
[Updating Your Info: Personalizing User Profiles]