How to Create and Manage Teams

During or after registration, you can create and manage teams directly on your Program Registrants page. This resource will walk you through how to create teams, assign registrants and export team rosters.

Navigate to the Program Registrants View

Before we begin, first navigate to your Online Registration page and then click on the number of registrants in the program you want to manage. This will bring you to the Program Registrants page:

How to Create Teams

At the top of the Program Registrants page, you'll see a new box called "Stay Organized Using Teams". Click the +Add Teams link to begin.

Then, type in the names of the teams you want to add and either hit enter or click the + button. Team names will be listed in alphabetical order:

How to Assign Registrants to a Team

There are a few ways you can assign registrants to a team. You can hand select registrants for each team or you can randomly assign registrants. We'll cover all options below:

Hand Select Through the Manage Teams Section

1. On the Program Registants Page, click Manage Teams
2. Select the team from the list
3. Begin typing in the name of the registrant or select from the prepopulated registrant list

Individual Assignments via the Team Column

1. Find the individual registrant in the Programs Registrants page
2. Click on Unassigned under the Team column
3. Select the individual team assignment

Bulk Assignments via Checkbox

This works well if you've used filters to narrow down a list of registrants. For example, you can filter by a dropdown question like Grade and use the responses to quickly bulk assign registrants to a team.

In this example, I've filtered by registrants who indicated they were in the 1st Grade:

1. Click the top checkbox or select multiple individual ones
2. Use the blue box at the bottom of the page and click Assign Team
3. Choose a team assignment for all selected registrants

Individual Assignments Through the Registrant Details Page

1. Click on the name of a registrant
2. Locate the Team dropdown in the first section
3. Select from one of the team options

Randomly Assign All Registrants

You can also assign registrants at random. This is best for teams that don't have a reason behind team assignments like grade, playing level or school attended. Our system will evenly distribute registrants across the existing teams.

1. On the Program Registrants page, view the Team box
2. Click on number of unassigned registrants in red
3. Choose the option to Randomly Assign These Registrants
4. Click Continue and view your team assignments

How to Export Team Rosters

Once team rosters have been finalized, you can export team assignments into a PDF. This PDF will contain the team name, number of registrants, name of the registrant and their primary contact details (contact name, email and phone).

Export All Team Rosters

1. Click the Export button at the top of the Program Registrants page
2. Choose Team rosters
3. Download your PDF to distribute

Export Individual Team Rosters

1. Under the Teams Box on the Program Registrants page, click Manage Teams
2. Select the individual team
3. Click the three dots
4. Select Export Team Roster