Teams Management overview

Overview

Optimize your Dispatch Board for efficiency with Teams Management. In this guide, you'll learn how Teams Management helps you organize your dispatch board into teams that align with your needs and workflows, along with its benefits, where to find it, and how to make the most of it.

Things to know

• By default, only Admin and Owner roles can use Teams Management. Other office roles can view Teams Management but aren't able to make changes. If you want to allow other employees to use Teams Management, enable the Edit teams permission in Settings > People > Role Permissions > Edit. For more, see Set permissions for an employee or technician role.        

  Note: Make sure only the employees you want to have access to this feature have the permission enabled. You can also use the audit trail to check what changes were made.

• Any time you make and save changes in Teams Management, click Sync   on the Dispatch Board to refresh it and see the updates.

What are the benefits of Teams Management?

Teams Management allows you to organize your Dispatch Board in the way that works best for your business. This helps to:

• Reduce confusion about team assignments

• Increase operational efficiency

• Organize the Dispatch Board for optimal dispatcher performance

Where do I find Teams Management?

Before you start using Teams Management, ensure the role permission Edit teams is enabled in your account. Once enabled, you can use all the features within Teams Management.

To open Teams Management:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Dispatch Board > Teams Management. 

3. On the Teams Management screen that opens, you can go to the following tabs:        

   • Active teams: All active teams, technicians assigned to active teams, and technicians with no team assigned.

   • Deactivated teams: All deactivated teams.

4. On the right, you can view a count of:        

   • Visible teams: Total number of teams that are active.

   • Assigned techs: Total number of technicians assigned to active teams.

   • Unassigned techs: Total number of technicians who aren't assigned to teams.

Note: When Teams Management is enabled, you can only create teams on the Teams Management screen. You can assign technicians to teams in Teams Management and also in technician profiles. The tooltip in technician profiles tells you where to go to create and edit teams.

What can I do with Teams Management?

With Teams Management, you have full control over team and technician ordering and assignments. You can:

• Create new teams and add technicians

• Rename teams

• Reorder teams and technicians

• Add unassigned technicians to existing teams

• Remove technicians from teams

• Deactivate teams

For detailed steps on how to work with Teams Management, see the following articles:

• Manage and view technician teams: Provides steps on how to create new teams, rename teams, and deactivate teams.

• Organize and reorder technician teams: Provides steps on how to reorder teams and technicians within teams, move technicians to other teams, add unassigned technicians to teams, and remove technicians from teams.

• Use the Teams Management Audit Trail: Provides steps on where to find the audit trail and how to use it to review actions taken on the Teams Management screen.

Want to learn more?

See the Dispatching landing page in the ServiceTitan Knowledge Base.