Go to Connecteam
All Collections
Cross-Platform Capabilities and Actions

Cross-Platform Capabilities and Actions

Setting Custom Fields, Tags, Making Smart Groups

Chen Shofar avatar Nathanel Creson avatar Shoshana Fleischmann avatar
9 articles in this collection
Written by Chen Shofar, Nathanel Creson, and Shoshana Fleischmann
Custom Fields

Custom Fields

A smart way to identify your workforce
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Drop down custom field

Easily identify your workforce
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Custom Fields: How to Import a Dropdown List

How to import a dropdown list with just a few clicks
Nathanel Creson avatar
Written by Nathanel Creson
Updated over a week ago
Smart Groups and Tags

Tags

A smart way to identify your workforce
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

How do I tag more than one mobile user?

Use actions to tag many mobile users at once.
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Smart Groups and Segments

Set filters to automatically create groups
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

Time-Based Filters and Smart Groups

Celebrate birthdays and make features available based on seniority
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

Use Cases for Time Based Smart Group

Examples of how to use Time Based Smart Groups in your company
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago
Short Cuts

Starting Guide to Shortcuts

A powerful tool to provide users with the information to get things done
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago