A team in Projul is a worker group under "People" that you can put on a task all at once. Your AI can create, rename, edit, list, and delete teams, all with a Read-Write key.
Creating and changing a team
Create a team in Projul called [Framing crew] with [Grace Oakes], [Priya Hutton] and [Tina Abbott].
Everyone you name must already be an active employee or subcontractor under "People", and team names must be unique; your AI tells you if the name is taken.
Add [Diane Meyer] to the [Framing crew] in Projul.
To add or remove someone, your AI reads the current members, makes your change, and sends the whole list back, because that list becomes the team. A rename sends only the new name, so it never touches the roster, and a roster change never touches the name.
Note: A team with nobody on it cannot be put on a task. If you take the last person off, your AI tells you the team is empty the next time you try to schedule it.
Asking about and scheduling a team
Ask your AI what teams you have and who is on each one, or which teams a specific person is on. To put a team on a task, name the team and the task; Projul puts each current member on the task. See How do I have my AI assign a crew (people and teams)?
Note: Changing a team's roster later does not change tasks already scheduled with it. A task stores the specific people who were on it, so last week's schedule stays as it was.
Deleting a team
Ask your AI to delete a team. Deleting removes the group only: the people on it keep their records, tasks already scheduled with them are untouched, and the team simply stops being offered when you schedule.
What you will see in Projul
Your AI asks you to approve each change. Teams appear under "Team/Group Name" in the filter on "People", "Projects" and "Task list", and "Schedule" lets you sort rows by "Team". A task your AI assigns to a team lands on every member's row of the "Schedule".
The "People" list does not show a person's team. To see or change it:
- Open "People" and click the arrow next to the person's name.
- Click "Edit employee info".
- Scroll to "Additional Information" and "Team/Group Name".
Questions? Let's Chat.
support@projul.com
(844) 776-5853