We are excited to introduce TeamSideline Workflow, a new feature designed to help organizations keep track of tasks that need to be completed. This tool is ideal for both single organizations -- but also for multi-organizational sites that operate under a "parent-child" structure because it allows for task tracking across multiple Organization, and, enables all organizations in that structure to use the same Workflow .
Note: Workflow is an additional upgrade feature that can be enabled for your site. If you are interested in adding this functionality, please contact our support team at support@teamsideline.com, and we will assist with adding this option to your site, or scheduling a demo meeting with our Sales Team.
How to Add Workflows to your Site:
Once Workflow has been added to your organization, please let us know the specific workflows you would like to implement, and our TeamSideline Support Team will configure them for you.
Note: Admins cannot create or modify workflows—only TeamSideline Support can add or adjust them. Please reach out to support@teamsideline.com so we can assist.
How to Manage Workflows Set Up:
- Go to Programs > Configurations > Workflow
- Click "Add Workflow" and name your workflow
- Click the pencil icon next to a desired Workflow to view its details
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Click the "Add and Edit Workflow" Items tab to add, view, or reorder Workflow Items
How to add Workflow to Programs:
- Go to Programs > Manage Programs
- Select the desired Program and go to the 1 Setup tab
- For Workflow, use the drop-down to select the desired Workflow
- Click the Save button
- Note: For now, only one Workflow can currently be set up per Program
- Note: Once a Workflow has been selected for a Program, it cannot be changed.
How to track Workflows:
- Go to Programs > Manage Programs
- Select the desired Program and go to the 4 Roster tab
- Select the hyperlinked Team Name
- On this page, you can view the Team's Roster and the Rostered Players' Workflow status
- To update the status, you have the following options:
- Click the Workflow Status Bar to edit for desired Player
- Click the Workflow tab, use the Player drop-down to selectthe desired Player
- Click the hyperlinked player's name (This option allows you to add comments to Workflow Status)
- For the desired player, click the Status to Green to show Completed.
- Repeat for all desired Players
How to view Workflow Status by Team:
- If you are a single organization, you can go to the Program 4 Roster tab to view the Workflow status by Team.
- If you are a multi-organization "Parent" organization site, to easily view Workflow status across sub-organizations (aka Child organizations), go to Reports > Report Dashboard > Workflows
- For Programs, select the desired Program
- For Status, select the desired Status and click the Apply button
- This gives you a high-level view of the completion of tasks by the Team.
- Click on the Division or Team Name to drill down into the details.
- If you are added as an Administrator on Child organization sites, then you can click a link on the Dashboard report to drill down into the player level on a specific Site.
How to export out Workflow Status by Team:
- Go to Reports > Report Exports and under the "Enrollment" Section, select the "Workflows" Report
- For Programs, use the drop-down to select the desired Program
- For Team Status, use the drop-down to select the desired Status
- There are two Columns:
- The column on the right shows the current fields that are going to be part of the report.
- The Column on the left is all the fields that are available to be on the report.
- Drag and drop columns from the left to the right or use the arrows between the columns to define the report you want.
- Set the Export Type to Excel (xlsx).
- Click the Export button.
- Note: If you would like to save these configurations, click the Save Report button.