Only Managers and Admins can create Team Position Templates.
Teams and Groups are interchangeable terms in Clipboard.
What is a Team (or Group) Position Template?
A Team Position Template is a template that you can use as a starting point to fill Teams with positions.
This makes filling many Teams with positions much easier, as opposed to manually adding positions one-by-one. Take a moment to review this article that outlines Positions in Teams.
How to Use Team Position Templates
Choosing to create and use our Team Position Template feature is entirely optional. Positions in Teams can be created without using a Template. However, by using our Team Position Template feature, the process of creating positions for Teams becomes quicker and easier.
Once a template has been created, it can be set to default, so all newly created Teams for an Activity will generate the positions in that template. For example, all newly created Netball Teams are pre-filled with positions, as they were created while a default template was set for that Activity (see image below).
To create a Template:
Go to Settings > Environment
Select the Activity that you want to create a Template for
Click on the Team Positions tab
Under Team Position Templates section, click Create a Template
Name your Template and add the Positions. Optionally you can set the maximum number of students for each position. Then Save.
Once the Template has been created, you can choose whether it will be the default template used by all newly created Teams under that Activity. To make it the default, simply click on the switch to turn the default on (as seen below, the switch becomes green).
Top Tip: You can create more than one Team Position Template per Activity! However, there can only be one that is set to default.
To edit or delete a Template, simply follow steps 1 and 2 above to find the template, then choose to:
Edit the Template by clicking on the pencil icon - here, you can change the name of the template and the positions, delete positions within the template, and change the maximum number of students allowed for each position.
Delete the Template by clicking on the bin icon, and confirming you want to delete the template.
Note: deleting the Template won't remove the positions from Teams in that Activity.
To add a position template to your Team, simply:
Go to Teams
Use the dropdown menus for Activity and Hidden status to search for your Team
Click on the three dots icon for that Team, and select Positions
Select Fill with a position template. You will be prompted to confirm you want to fill the Team selected with the positions in the template.
After confirming, the positions will appear in your Team empty (see image below), allowing you to drag and drop your students into the correct position.
For more information on positions, check out our article on Positions in Teams.
