Team Skills

Team Skills let you record what each person in a group can do, such as Barista, First Aid Qualified, or Worship Leader. The skill list is a two-tier catalogue (categories and skill items) that volunteer coordinators, rostering teams, and reporting users can draw from.

Once a skill is set on a person within a group, it shows in the group member list, on reports, on rosters, and in contact filters.

Before you start

Role Permissions

• Edit person dropdown lists (people)
• Search any group (groups)
• Maintain all groups (groups)

You will also need at least one group type that has the Team Skill field set to Available. To do this:

1. Click on the Administration cog icon
2. Group types
3. Click the edit button next to the group
4. Check the available box

If you want only some categories shown on that group type, you can also tick them under Visible Skills; if you skip that step all categories are available by default. See Step 3 below.

Step 1: Set up the Team Skills catalogue

The Team Skills catalogue is a two-tier lookup list, so you build it in two passes. First add the categories (such as Cafe Skills, Worship, First Aid), then add the individual skill items inside each category.

1. Click the administration cog in the top right hand corner.
2. Open Custom fields.
3. Click Lookup Lists.
   
4. Find Team Skills in the list and click Edit Lookup Values.
   
5. Click Add to add a new category. Type a name (for example, Cafe Skills) and click save.
   
6. Repeat for each category you want.

Step 2: Add skill items to a category

1. Still on the Team Skills value list, click Edit Lookup Values next to the category you want to fill.
   
2. Click Add to add a new skill item.
   
3. Type the skill name (for example, Barista) and click save.
4. Repeat for each skill in that category.

Step 3: Make Team Skills available on a group type

Team Skills only appear on the member edit form for groups whose group type has the Team Skill field enabled, and only the categories you tick will be offered.

1. Click the administration cog in the top right hand corner.
2. Open Group types.
3. Click Edit next to the group type you want.
   
4. In the Fields available to groups in this type list, find Team Skill and tick Available. Tick Visible in list if you also want the skill to appear as a column on the group's member list.
   
5. Click the Visible Skills button that appears next to Team Skill. The button only appears once you have ticked Available.
   
6. Tick each category you want this group type to draw from. Untick any that should not appear.
7. Click Save at the bottom of the page.

Step 4: Assign Team Skills to a person in a group

Team Skills are assigned per person per group, not globally on the person profile. Each membership can have multiple skills.

1. Click or hover on Groups on the main menu bar on the left, then click All Active Groups.
2. Open the group you want.
3. In the member list, click Edit next to the person.
   
4. In the Group administration popup, the Team skill field lists the skills available to this group type, grouped by category.
   
5. Click a skill to select it. To select more than one, hold CTRL (or CMD on a Mac) and click each extra skill.
   
6. Click Save.

Where Team Skills show up

Once assigned, Team Skills surface in several places across infoodle:

• Group member list: the Team skill column on the group page shows each member's selected skills, when the group type has Visible in list ticked.
• Person profile, Groups tab: the row for that group shows the skills the person holds in it.
• Rosters: the quick roster member list shows each candidate's skills under their name, helping you pick the right person for a slot.
• Reports: the Group skill field is available in Report Builder when reporting on group membership, so you can filter or list people by skill.
• Contact (Email, Text, Letter, Document): when sending to a group, you can filter recipients by Team Skill so only people with a given skill receive the message.

Common questions

Can I assign a Team Skill to someone who isn't in a group?

No. Team Skills are stored on the group membership, not on the person record. If you need someone to have a skill, add them to a group first, then set the skill on that membership.

Can the same skill be used in more than one category?

No. Each skill item belongs to one category. If you need the same skill in two contexts (for example, First Aid Qualified for both Cafe and Mission), add it under each category separately.

What happens if I remove a category from a group type's Visible Skills?

Existing skill assignments stay on the membership record in the database, but the hidden category and its skills will not appear in the group member edit form. If you tick the category again later, the skills become editable again.

Can I report on who has a particular skill across all groups?

Yes. In Report Builder, add the Group skill field. You can filter by skill name to list every person who holds that skill in any group.

Next steps

After you set up Team Skills, the natural next step is to use them when rostering. Open the group's Quick Roster and you will see each member's skills next to their name, so you can match people to roles.