Creating and Assigning Teams

How to create and assign teams

Creating Teams

On the main right menu click on Team and click on “Team Settings

Team settings

  Under team, settings select the number of teams you want to have and enter a name for your teams. 
 Just enter a name for each team and click “OK”.

Create teams

Under availability enter the availability of each team. e.g. Mondays: 6am-2pm 
Hellotracks will take into account each member's availability when auto-dispatching and route optimization.  

Team availability

Under routing settings enter the location of each team start and end point. 
Use this setting if you have multiple teams with different start/end locations. Hellotracks will take into account each team's start/end location when auto-dispatching and route optimization.  

Team location routing settings

Assigning Teams

Back in the Team table select a member. Below the table, you can select one or more Teams you want to add to this member and then click on “Update”. From here you can also remove a member from all Teams.

To filter visibility of Teams on Tables an Map simply click on your Account Dropdown Menu and select the Teams you want to see. 

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