Holly

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Activity overview

Latest activity by Holly
  • Holly created a post,

    Welcome to the Lineup Client Community!

    We’re excited to have you join our official Lineup community – a space created for you, our valued users, to connect, share insights, and learn from each other. This will be a positive, collaborati...

  • Holly created an article,

    Create your first team

    Now that you have most of the data that you were tracking through spreadsheets in Lineup, it's time to do something with all of that data. Let's create a team!   1. Add team Navigate to the Teams ...

  • Holly created an article,

    Set up custom fields

    Now the real heart of making your Lineup instance your own. Every organization is different, just as every SME or volunteer is different. You'll want to make sure that you're capturing the right da...

  • Holly created an article,

    Getting Started

    When you first log into your Lineup instance, chances are you have a completely blank slate. That can be daunting. Let's un-daunt it. This guide will cover the following steps, but please feel free...

  • Holly created an article,

    Glossary of Terms

    A Active (Person Status) - Active people can be added to teams and will appear when searching for Active People. Most people are going to be active.  Archived (Person Status) - Archive someone when...

  • Holly created an article,

    Intro to Lineup

    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 use...

  • Holly created an article,

    Invite other admins

    Lineup is all about the power of teamwork. It's hard to do it all alone. Need backup? Then go ahead and invite other admins to help. To invite new admins: Go to Admin > System Users Click the "Inv...

  • Holly created an article,

    Basics first: account details

    The very first thing you'll want to do is set up your basic account settings. This includes things like your organization's name, logo, and primary contact for your account. Access the Account Sett...

  • Holly created an article,

    Import People Tool

    Use our Import People tool when you want to add or update a lot of people at once. This article will cover: How to prepare your data How to upload people   How to prepare your data Your data must...