Teams View
Teams is one of the views in the Scheduling workspace. It is the crew roster: who is on each team, what vehicles they drive, and who is out. Sequencing a crew's day, and moving jobs between crews, happens in the Board view.
Quick Start: Work with Teams
- Open Scheduling from the sidebar and click Teams in the view switcher
- View team cards with members and vehicles listed
- Set the date filter to the day you are planning
- Add or move people and vehicles with the + buttons, or by dragging
- Check who is out. People on time off carry a chip
Understanding Teams
What is a Team?
| Component | Description |
|---|---|
| Team name | Identifier for the crew |
| Members | People on the crew, each with a role: Primary Tech, Assistant, or Helper |
| Vehicles | Trucks and rigs assigned to the crew |
| Color | The color used for the crew's events and bars on the Calendar and Gantt |
| Notes | Crew notes, certifications, and scheduling caveats |
Team Composition
What Team Cards Show
| Element | Information |
|---|---|
| Team name | Header of card |
| Members list | Crew members with roles |
| Vehicles list | Vehicles assigned to the crew |
| Time off | Out or Time off requested on a member, and a count such as "2 of 5 crew out" |
Date Filter
The Teams view has a date filter. It decides which day the time-off chips and the double-booking checks use. Choose Filter to today or Show all dates. With all dates shown, the checks use today.
Step-by-Step: View Team Members
- Open Scheduling > Teams
- Find the team card
- The team name is at the top
- Member names and roles are listed below, with vehicles under them
Managing Team Membership
| Action | Where |
|---|---|
| View members | The Members list on the team card |
| Add a member | Click + next to Members on the team card |
| Add a vehicle | Click + next to Vehicles on the team card |
| Remove a member | Click the remove button on the person's name |
| Rename the team, change its color, or edit its notes | The Team actions menu on the card > Edit team |
| Archive a team | The Team actions menu on the card > Archive Team |
| Add a team | New Team at the top of the page. Give it a name, such as "Crew Alpha", and pick a color |
Step-by-Step: Move a Person or Vehicle to Another Crew
- Open Scheduling > Teams.
- Set the date filter to the day the move starts. If you pick a past day or show all dates, the move starts today.
- On the crew the person should join, click + next to Members and pick the person. For a vehicle, click + next to Vehicles. You can also drag a name from the open list onto the crew.
- If the person is already on another crew that day, DrillerDB asks Already scheduled that day. Pick one:
| Button | What happens |
|---|---|
| Move to (crew name) | The person leaves their other crews from that day and joins this crew |
| Add to both | The person stays on the other crew and also joins this one. Use it only for someone who really works with both crews |
| Cancel | Nothing changes |
A vehicle gets Move to (crew name) and Cancel. There is no Add to both for a vehicle.
When you move someone, their place on the old crew ends the day before the move. A place on the old crew that starts after the move day is not changed.
If the person has approved time off that day, or the vehicle is booked for maintenance, DrillerDB asks about that first.
Moving Jobs Between Crews
The Teams view does not sequence jobs. To assign a project to a crew, reorder a crew's jobs, or drag a job to another crew, use the Board view. To book a job with a date, crew, and duration, click Schedule in the toolbar.
Team Colors
Each team has a color. It shows on the Calendar as the event color, on the Gantt as the bar color, and on the Board as the card accent.
Customizing Colors
- Open Scheduling > Teams
- On the team card, open the Team actions menu and click Edit team
- Pick a color
- Save. The other views update
Emailing Crews
Email All Teams at the top of the page sends the day's roster to every crew. Each team card also has its own Email button. The dialog lets you add a note to include in the email. A message afterward says how many crew members received it.
To tell crews about a schedule change, use More actions > Notify crew in the toolbar. It shows who will be contacted first and asks you to confirm with Send update. See Scheduling & Crews.
Managing Multiple Teams
Comparing Team Workloads
| Review | Look For |
|---|---|
| Who is out | Chips and the "N of M crew out" count |
| Who is on two crews | The same name on two cards for the same date |
| Vehicles | A vehicle on the right crew |
| Skill requirements | Match team expertise |
For project counts and dates per crew, use the Board view or the Gantt view.
Team Scheduling Best Practices
| Practice | Benefit |
|---|---|
| Consistent membership | Better coordination |
| Defined roles | Clear responsibilities |
| Check time off before you assign | Fewer surprises on the day |
Troubleshooting
Team not showing in the list?
- An archived team is hidden
- If no teams show at all, the page reads "No teams configured." Click Create Team
A person is missing from the add-member list?
- Search by name. People who are out appear after the free ones, with a chip
Wrong team color showing?
- Open the team's Team actions menu, click Edit team, and change the color
Someone appears on two crews
- Someone clicked Add to both. Remove them from the crew that should not have them
Related Topics
- Board View - Team card interface
- Assigning Crews - Employee assignments
- Drag and Drop - Moving projects
- Conflict Detection - Prevent double-booking