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PLC/Collaborative Team Meetings: Create a Team

Written by John Eger

For Administrators/Coaches: This guide provides a straightforward process for creating and managing a collaborative team meeting, ensuring that all members have the necessary accounts and roles. It simplifies the setup by detailing each step, from naming the team to adding or editing members.


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Tip: Tip! Although these directions reference "PLC Team," the directions also apply to other types of collaborative teams .

1. Click "PLC Meeting Notes" (or the name of your collaborative teams in our system)

2. Click "Create Team"

3. Click "PLC Meeting Notes"

4. Click the "Enter workflow name" field.

5. Add the name of the PLC team

6. Click "Select Team Leader." Each team must have a Team Leader in the system.

7. Search for the name of the team leader (by first or last name).

Each team member (including leaders and guests) must have a Classroom Mosaic account.

8. To add team members, Click "Add team member"

9. Search by first or last name.

10. Click "Select a role"

11. Select the role for this person.

You can see the various rights of the roles in the dropdown menu.

12. Click "Add team member" to add more team members.

13. Once you have added all team members, click "Start" to create the team.

How to add, remove or change members after initial team setup

14. On the team meeting page, click "Edit" next to the team name.

15. To update name, type in the "Team Name" box and then click "Update Name"

16. To change the role or remove a team member, click on their current role and then make new selection.

17. Click "Add team member" to add a new person to the team

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