The Teams section in the Cockpit provides a quick overview of all teams that have already been created. These are sorted according to the period of their activity (e.g. the first team, which was created on June 12 and is active until June 30, is sorted in order above the second team, which was created on June 9 and is active until June 30).

As can be seen in the screenshot, you can filter by campaigns, team leaders, coaches, campaign type, team type, and location. You can also filter a certain period, whether days, calendar weeks, months, or years.

You can also easily create new teams from the cockpit using the blue "+ Create team" button in the top right-hand corner.

As soon as you click on this button, you will be taken to the form where you can create a new team, which looks like this:

Tip: Before you start filling in everything, simply click on "Add" and all the required fields will be highlighted in red, saving you time.

Required fields:

• Name:  the assigned team name
• Campaigns:  the campaign for which this team is collecting donations
• Petition campaigns:  the petition for which the fundraiser collects signatures
• Start:  when the team should be active from
• End: until when the team should be active
• Team leader: the leader of the team

To create a team, it is necessary to assign a campaign or a petition campaign.

Optional fields:

• Tags:  Tags make it easier to assign and find teams
• Locations:  Locations where the team carries out fundraising campaigns
• Team type: how the team will collect donations (e.g. door to door, street, event, etc.)
  Door to Door: Door-to-door fundraising
  Info booth: Face-to-face fundraising on the street
  Private Site: Fundraising at a private location
  Event: Fundraising at an event
  
  
• Campaign type: how the campaign is carried out (city, roaming)
  City: Teams that only stay in one city
  Roaming: Traveling teams that can work in multiple cities
• Goal value unit: the unit in which the goal is measured
• Goal value: to which value is the target set
• Prolong work shifts:  if this option is activated, all fundraisers assigned to the team receive a predefined work shift at the start of a new day.
• Coach:  the coach of the team. Each coach can be assigned to several teams. If a donation is registered by a coach while no work shift is assigned to them, the donation is saved as a "donation to be processed" and is not included in the statistics.
• Assistant coaches:  the team's assistant coach, who can also be assigned to several teams at the same time.

Once all required and optional fields have been filled in, the new team is created using the "Create" button at the bottom right.

As soon as the team has been added, the work shifts view for the team is displayed.

The team's details can be edited at any time using the "Edit" button in the top right-hand corner.

Fundraisers can be added to the team and assigned shifts. If the prolonged work shifts option is activated, the fundraiser's working shifts are automatically set each day to be the same as the previous day.

As soon as the fundraiser and the corresponding shift have been defined, simply click on the + symbol on the right-hand side to add them to the team.
To remove a fundraiser from the team, click on the X symbol, which is now in the place of the + symbol.