Teams and territories

A team is a group of members: a field crew, a department, a region. Assign a project to a team and everyone on it gets access. Give a team a territory, a rectangle on the map, and new projects inside it are assigned to that team automatically. The Projects page then shows which ground each team covers, and warns you when two projects cover the same site.

Teams are managed by the organisation's owner and Admins, from businessEnterprise > groupsTeams.

Create a team#

1. On the groupsTeams page, type a name under New team.
2. Optionally, add a Description of what the team does or covers. It is shown under the team's name.
3. Pick one of the colours. The team's chips use it everywhere.
4. Press addCreate team.

Two teams cannot have the same name. Each team in the list shows how many members it has, and a map badge when it has a territory. Use the buttons on its row to:

• crop_free set its crop_free Territory (see below);
• group_add Manage members;
• edit Rename team, or change its description or colour, then press saveSave;
• delete_outline Delete team. The members stay in the organisation, and the projects that were assigned to the team keep the people who already had access.

Add members to a team#

On the groupsTeams page, press group_add Manage members on a team and tick the members who belong to it. A member can be on several teams.

To add several people at once, go to the groupUsers page, tick their rows and press groupsAdd to team.

Joining a team gives the member access to the projects already assigned to it. Leaving a team takes that access away again, except from a project's creator and from anyone who still reaches it through another team.

Assign a project to a team#

1. On the Projects page, open a project's more_vert menu.
2. Choose groupsTeams.
3. Pick the team. A check_circle marks the teams the project is assigned to; pick one of those again to remove it.

Everyone on the team is added to the project, and the team's chip appears on the project's card. To show one team's work, press groups Filter by team in the Projects toolbar and pick the team.

The groupsTeams entry and the team filter are there for the organisation's owner, Admins and Managers, once the organisation has at least one team. They can assign any project in the organisation, the owner's included.

Draw a team's territory#

1. On the groupsTeams page, press crop_free on the team's row.
2. A map opens with a rectangle in the team's colour. Existing projects are shown as white dots, so you can place it around real work. To start somewhere else, type a town or region in Search for a place, press Enter and pick a result: the rectangle moves there.
3. Drag the rectangle to move it, and pull its handles to resize it.
4. Press saveSave.

To remove the territory, open it again and press layers_clearClear territory, then saveSave. After clearing, crop_freeDraw territory puts a new rectangle on the map.

How new work is assigned#

When the owner, an Admin or a Manager creates a project from the Projects page, the app looks at the centre of the area the Projects page's mapMap view last showed in this browser. If that point is inside a team's territory, the new project is assigned to that team and a message says so. Where territories overlap, the smallest one wins, as the more specific area.

So before creating a project for a new job, move the Map View over the place the job is in.

See which ground each team covers#

On the Projects page, switch to mapMap view. Each territory is drawn in its team's colour, and the Coverage panel lists the teams and counts the projects that fall outside every territory: work that no team covers. Press visibility in the panel to hide or show the territories.

Overlapping work areas#

In the Projects page's grid_viewGrid view, a project that covers the same ground as another shows a layers badge with the number of overlapping projects and the largest overlap, for example "2 · 85%". Click it to open layers Overlapping work areas: each overlapping project with its owner, the date it was created, how much of the area overlaps, and a open_in_new button to open it.

Use it to catch a site that a colleague has already measured or quoted. Switch to corporate_fare All organization projects to compare across the whole organisation.

Two projects count as overlapping when at least 30% of the smaller one is covered and they are of comparable size. The comparison uses the rectangle around each project's shapes, so it is an early warning rather than an exact measurement.