How to create a working group

Workgroups can help you with many aspects of Willco, such as forms, distribution lists, etc., but how do you create them?

To create a workgroup, you need to enter it in a person’s personal information tab, in their profile in Credit Roll.

You’ll see that when you enter a workgroup that doesn’t yet exist, Willco will suggest you to create it:

If you press Enter or click on ‘Create xxx’, it will be selected and, when you save the record, the workgroup will have been created.

To assign that workgroup to other people, you can select it individually on each person’s profile, or, to save time, select all the people you wish to add from the Credit Roll list and choose ‘Edit > Assign to workgroup/s’:

The workgroup you have just created will now appear in the filters for the forms, in the Credit Roll and the distribution lists.