Teams

What are teams?

Teams consist of one or more Individual or Organization members that are brought together to work towards a common goal. The Organization team type allows members from more than one organization to work together. It is a great way of expanding your challenge's reach.

Please remember that only active members will be able to join a team and that, when using Organization teams, the incentives for those teams must use Actions that incentivize organizations.

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If a member is part of more than one team that is participating in the same challenge, they would be able to win the challenge reward multiple times.

Create a new team

Make sure you are on the Teams tab and click on the New Team button.

Once you are in the New Team screen, choose an appropriate name for the team you want to create and whether it will comprise of individual or organization members. In this case, Tread Manufacturing wants to create teams of internal sales reps, so they named this particular team "California Sales Reps" and choose team type Individual.

Adding team members

All of the active members in your program will populate in the Add Members list at the bottom of the window. To add new members, select the checkbox to the right of the member name. In the example, Tread Manufacturing has a short list of reps to choose from, but if the list was a lot longer, the search bar would probably be a better way to find specific people.

Once the members have been selected, click Save.

The team has now been created, but not yet activated.

1. Members - Lists the members that are part of this team
2. Challenges - Lists the challenges that the team is currently enrolled in
3. Badges - Lists the badges that have been achieved by the team
4. Transactions - Lists the transactions the team has made
5. Ranks - Lists all the ranks the team
6. Edit - Edit the team
7. Delete - Delete the team
8. Activate -Activate the team

If the team is complete, click on Activate to have the team go live.

Edit a team

If a team needs to be edited, click on the Edit button where members can be removed or added. Note that it isn't possible to change a team's type after it has been created.

Delete a team

To delete a team, click on the "Delete" button and confirm your choice in the pop-up window.

Activate/Deactivate a team

Make sure you activate your team! Go to the top right and click "Activate". The same applies when you want to deactivate a team.

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Remember that only active teams will be able to participate in challenges.

Once the team is participating in an active challenge, you won't be able to deactivate it.