Skip to main content

Lesson 1: Add to Team Intel list

Add society acquisitions to a shared team list

Mike Avery avatar
Written by Mike Avery
Updated over 6 months ago

Goal

To enhance team collaboration and organisation by adding key requirements to a shared list for easy tracking and management.

Why

By keeping everyone aligned, shared lists improve efficiency and support a seamless workflow, ultimately contributing to successful outcomes.


Adding requirements to your team intel list

To display a society acquisition on your Team Intel list, start by opening the relevant society acquisition, either from the society section or an interest schedule.

Navigate to the 'Intel' tab and select the option to show requirement on team intel list.

Once this is done, the requirement will automatically appear on your Team Intel list, making it easily accessible for tracking and collaboration with your team.


Up next...

Did this answer your question?