Team

The "Team" tab sets which of your Team Members can work your phonebank or textbank Task. On 'Anyone' tasks, all Team Members you add here see the Task in the 'Workflows' tab of the Solidarity app while it is active. An 'Anyone' task needs at least one Team Member before it can start. On one-to-one tasks, only Team Members with assigned contacts see it.

Team (Anyone)

Search for a Person or a team member group to add to the Task Team. A group adds only the members whose role has the 'Workflow Agent' permission. When you add a Person whose roles lack the 'Workflow Agent' permission, you get the option to add them as a Team Member.

Team + Assignments (One-To-One)

One-to-one Tasks have a "Team + Assignments" tab instead. It shows every targeted Person, either under a Team Member or under "Unassigned". Make sure every targeted Person has a Team Member. The default contact assignment strategy does most of this, and you can change any Person.

Expand a Team Member's row to reassign their People one at a time. 'Reassign All' on the row splits all their People among the Team Members you pick. Use "Assign All" to assign the "Unassigned" People in bulk.

Magic Link Team Recruitment

Phonebanks and textbanks of both types can recruit team members through a Magic Link. Click "the magic link" in the team section, then copy and share the link. A visitor fills out a signup form. A person who is not yet a Team Member joins as a Team Member with the default role. An existing Team Member joins with their account. Both are added to this task. On one-to-one tasks, the link is at the top of 'Team + Assignments', and new joiners have no assigned contacts. The "Used X Times" button shows who joined.

Plan Limitations: If you've reached the maximum number of team members for your billing plan, new magic link users won't be able to join until you upgrade your plan.

Push notifications

Use 'Send Team Push Notification' on this tab to remind your Team to complete the task. Team Members on iOS must have granted the Solidarity app permission to receive push notifications.