Scenario: A large humanitarian organization with projects in many locations needs to keep multiple full-time staff members and many volunteers organized and updated.
Humanitarian work might involve "boots on the ground" efforts for short-term relief, ongoing projects for long-term improvement, fundraising events, communication with all stakeholders, and organizational management.
To stay organized and keep everyone updated:
Staff members need to make regular updates about what's happening with their own projects and their team.
Staff members also need to know about other projects that may impact resources, scheduling, or availability relevant to their work.
Volunteers need to see events, tasks, and information related to what they're doing, but without compromising security or seeing irrelevant information.
All stakeholders need access to key milestones and news from the organization.
With Teamup, you can keep all the schedules and information in one place, and customize access according to each person's role in the organization.
Set up the calendar
With a smart calendar structure, you can have all organizational efforts in one place, allow each person to use the calendar appropriate to their position, and even share public updates with stakeholders.
Create sub-calendars for different teams within the organization.
Optional: create sub-calendars for individual staff members within each team.
Organize sub-calendars in folders by region, if appropriate.
Add custom fields to capture important information such as project name, budget, team lead, etc.
Give calendar access
Customized, granular access control means you can give each person the appropriate level of access for their role. Choose which sub-calendars to share, and assign a permission for each sub-calendar shared. Read more about access permissions.
Now you have an organized overview of everything that is happening in the organization. Each person has the appropriate access to the calendar. And it's easy to share important updates with stakeholders -- no separate publication needed! Just add the update to the News sub-calendar, and share a link to the embedded calendar or the event page.
Filters, event signups, and unique calendar views like Table view or Scheduler make workflow easier and more efficient. Plus, with mobile apps for iOS and Android, everyone can stay updated no matter where the work takes them.