Lineup is an administrative tool to help you manage your people. Whether they are volunteers, subject matter experts or staff, Lineup can help you create the best teams for your situation. This user guide will show you all the functionality Lineup has to offer.
Let's break Lineup down into its parts:
The dashboard is the first screen that you will see when you log in, and can also be accessed by clicking "Home" or the Lineup logo in the navigation bar at the top.
At the top of the display, you will see two sets of numbers. The blue numbers and bars represent the number of people who are currently on active teams. The green number and bars represent the number of total active people in your pool.
Gender and Team History are built in graphs and cannot currently be customized.
The Team page will show you, by default, all of the active teams in your Lineup instance. Teams is Lineup's term for any group of people. Use teams to form workshops, panels, committees, work groups, etc. Typically, they have a start and end date, as well as a purpose, but this is optional.
Teams can be in one of two statuses:
- Active teams are teams that are either currently in progress, that you're planning for, or that have recently concluded. The number of active teams that a person is on is displayed next to their name.
- Archived teams are teams that are inactive. Their details are locked and you cannot add or remove people from them anymore.
Teams are not automatically archived, but it's easy to change their status by clicking on the vertical dots to the right of any given team.
Click on the name of a team to view the team's roster and team details.
The People page will show you, by default, all of the active people in your Lineup instance. This is your talent pool, that you will be forming your teams from. Here, you can sort, filter, and search across all of the data points that you've gathered on your talent pool.
Like teams, people have statuses as well:
- Potential people cannot be added to a team. Use this status when you are still evaluating or vetting someone to be added to your active pool
- Active people can be added to teams and will appear when searching for Active People
- Archived people will not appear in active searches and cannot be added them to teams in the future. Archived people will still appear on teams that you have already created
From the People page, you can add people to existing teams, send them forms, and export your filtered results.
The Admin page is where you will be setting up a lot of your Lineup instance. We'll go into greater detail in this Getting Started Guide, but here's a quick overview of some of the things you can do.
This is where you can change things about your Lineup instance, like the organization's name or logo.
Custom fields is where you set up all the things you want to capture regarding the people in your system, as well as the teams. Think of these as metadata or custom attributes.
A skill is a specific custom field with exactly five values. Think of “skills” like self-reported KSAs (knowledge, skills, and abilities). Add skills to forms to gain valuable insights into your people.
Only system users have access to Lineup. They are the only ones who will log in. Everyone else will access Lineup through a secure link, and will be able to access only their own information.
Evaluation Questions & Templates
View the questions that will be included with all evaluations. If you would like to edit these, please open a ticket and someone from Lineup staff will help you.
View every outgoing email that Lineup sends, including team emails and Lineup Form invitations. You can search by email address.
Lineup Forms provide a way of collecting information from your talent pool. When they complete these forms, their data is automatically updated in their profile.
Team Surveys Templates
Team Surveys allow you to collect feedback from the people on a given team about how well you did. Team Surveys are all anonymous.
Manage your legal disclaimers, required statements or agreements that people must agree to before they can accept an invitation to a team all in one place. Lineup has the ability to host multiple disclaimers, if necessary.
Bring consistency to all outgoing communications. Manage five different types of email messaging in one place.