In projects that are divided into teams, every survey belongs to a team. If surveys end up in the wrong team — for example, because a volunteer chose the wrong one, or because you’ve split one team into two — you can move them to the right team in one go.
Who Can Do This#
Project Coordinators and Workspace Admins, in workspaces on the Standard plan and above. Team Coordinators can’t change a survey’s team.
How to Change the Team#
- Go to the survey list (see Browsing Surveys on the Web).
- Find the surveys you want to move. For example, to move all of one surveyor’s surveys, type their name in the search box and choose it under Surveyor.
- Tick the surveys, or tick the box in the heading and choose All matching.
- Click Change Team in the bar above the list. On a phone or a narrow window, open the Actions menu first.
- Choose the New Team and click Next.
- Check the summary and click Change Team.
🎬
Add animation — full window. As a project coordinator in a project with teams: filter by a surveyor, tick the box in the heading, click Change Team, choose a team, click Next, pause on the summary, click Change Team, and show the progress finishing. Then show the rows with the new team name on the line under each description.
Cartographer moves the surveys in the background and shows you its progress. You can close the window: we’ll email you when it’s finished.
The surveys stay in the same project, and nothing else about them changes. The change is recorded on the Transfers tab of the project’s settings page.
Things to Know#
- You can only choose a team in the same project. To move surveys to another project, use Moving and Copying Surveys.
- Team members can see and work on the surveys in their own team, so moving surveys to another team changes who can approve them.