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Reusing a Team

How volunteers reuse Teams to respond to Needs or Opportunities

Brittany Crow avatar
Written by Brittany Crow
Updated over a month ago

Once you've created a team on a site, you can reuse it for future volunteer opportunities—or create a new one as necessary. If you already have a team in the system, then when you click Respond As Team, you are given the option to Use One Of My Teams or Create a New Team.

ℹ️ So you know: Some sites have language overrides in place. This means you might see Needs in place of Opportunities, Agencies in place of Programs, or Prerequisites in place of Qualifications.

How to Reuse a Team

  1. Click Respond As Team.

  2. Select Use One Of My Teams.

  3. With the Select Team dropdown, select your team name.

  4. Review your team members.

    • Want to remove someone? Just uncheck the box by their name.

  5. Click Continue.

  6. Now you can add more volunteers by clicking Add Volunteer.

    • If the user has a registered account on the site, then the site asks you to confirm if that's the user you're adding.

    • Enter a valid email address and the first and last name of the volunteer.

      1. You may have to answer a required question for them.

    • If the Need/Opportunity has required Prerequisites/Qualifications that must be submitted before responding, you won't be able to add volunteers until they're qualified for it.

    • If the volunteer doesn't already have an account, be sure to recommend that they complete their profile setup and any waivers or qualifications for the site.

  7. Click Add Team Member.

  8. Set someone as the team leader by checking the box by their name under Leader.

    • You can mark more than one person as a team leader.

  9. If the volunteer opportunity has scheduled shifts, click Continue and select the shifts you want to respond to.

    • The Continue button is only present for Needs/Opportunities with scheduled shifts.

  10. When you're done building your team and selecting your shifts—as applicable—click Finish.

ℹ️ So you know: When reusing a team, if any team members don't meet a required Prerequisite/Qualification, they're grayed out and you won't be able to select them when building your team.

  • Reach out to them to have them complete the required Prerequisites/Qualifications so they can participate in the Need/Opportunity.

  • Let them know that even after submitting the Prerequisite/Qualification, they may have to wait for approval.

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