kenji
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Articles
Recent activity by kenji-
Exporting team roster
To export the entire roster of a team: Navigate to the team you would like to export Click on the gear icon in the top-right of the screen Select "Export Team" Save the file (or open it in your ...
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Delivering application forms and surveys
Once you've set up an application, it's time to get people to actually complete them. You have two options: Sending applications to all (or a subset) of the people in your lineup pool Share a link...
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Release Notes: April 3, 2025
Team Enhancement: Reason for decline People decline appointments to committees and workshops for a variety of reasons, and it's important to understand those differences. We've implemented a small...
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Viewing application results
Now that you've sent an application out, it's time to review the results. Filters Application filter You can view who has completed an application by applying a specific filter. Any application...
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Adding people to a team
To add someone onto a team, you must be within the team's search page. To get here, either click "Search" in the upper-right corner of the Roster panel, or by clicking on an empty team position: ...
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Release Notes: March 25, 2025
Complex Field Enhancement Complex fields allow you to capture... well, complex data points about individuals. Each field has a collection of sub-fields. Use them for references, education and prof...
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Inviting people to teams
Once you know you want to have someone on a team (they are picked), you'll want to make sure that person can actually participate on the team. Lineup takes care of this for you by: Sending a email...
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Release Notes: March 11, 2025
Beta Feature: Person History We've always been logging changes that happen within the system (as they say, with great power comes great responsibility, which then requires great data logging proce...
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Active vs. Archived Teams
Active teams represent the teams that are either currently in assembled and doing work, or will in the future. Archived teams are teams that are no longer active. You cannot make changes to arch...
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Release Notes: February 26, 2025
Phone Number Formatting We've started to get serious about phone numbers! Good data in means good data out, and right now, with phone numbers existing without any validation, there's a lot of bad...