Know your squad

Lesson summary

A Squad card is a profile for each member of your team, person or agent. It grows from real work. Each time you review a result, you can give a dot: one attribute, a score from 1 to 10 and a reason. An attribute shows a score after 3 dots from 2 people. Then the card shows a pattern.

1. 01

   Check Squad cards: Squad › ActVox › Settings › "Squad baseball cards" › checkbox "Squad cards". They are on by default. An owner or admin can change this.

2. 02

   After a review, select "Give a dot" on the result. Pick one attribute and a score from 1 to 10. Write a reason of 10 to 500 characters.

3. 03

   Read the card before you assign a new task of the same type: "Highlights" first, then "All attributes".

4. 04

   Send the work to the member whose card shows strength in it.

5. 05

   Look at the cards once a month. Change roles or access if the pattern is clear.

6. 06

   To start from an example, open a public shared page and select "Duplicate to my workspace".