For Admins- How To Use The "Sign Ups" Feature

The “Sign-Ups” feature  can be used to coordinate group efforts for organizing volunteer shifts, assignments, bringing items, or gathering feedback and voting.

The process is to first create a New List, and then to create the Sign Ups that are organized underneath the List. 

To create a Sign-up:

• Click “New List”.
• Type the Title for the Sign-Up List.
• Type a Description with details for the Sign-Up List.
• Click “Save As Draft” if it is not ready to be published and accessible by Rally members.
  • Draft Lists can be accessed by clicking the drop-down menu next to “New List” then clicking “Draft.”

Click “Publish” if you are ready to share it with Rally members.

Now that you created the “Sign-up List,” you are ready to create your “Sign-Up Options.”

Simply click “New Sign-Up” on the top right of the page to create different options like shifts or slots. 

• Type a Title of the option (e.g. shift #1 or slot 3pm-4pm).
• Type a Description.
• Set the number of available slots or shifts or set to “No Limit” which is good for voting or polling scenarios. 
• Click the box to choose whether to “Show names of assigned to Admin only” or not:
  • Leaving  the box unchecked will keep the names visible to all members of the Rally..
  • Checking the box will keep names hidden to everyone except Rally Admins.
• Check “Include Date” if the Sign-Up is for a specific date:
  • Set the Frequency; the default is “Does Not Repeat” 
    • Click the down arrow to set details for a recurring event.
• Attach an image or file to the Sign-Up.

• Click “Save” to publish the new option underneath the

  Sign-up LIst.

Once a Sign Up List is created, you have additional actions for viewing. 

Click the drop-down arrow next to the “New List” button to do the following: 

• Sort the sign-up list to view only the ones in Draft mode.
• Sort the sign-up list to view only the ones that are Archived.
• Download a sign-up list.
• Admins can also see a “Settings” option to adjust the Sign-Ups Feature settings.

Removing Yourself from a Sign-Up List

1. Click on "Sign-Ups" on the left-hand navigation menu.
2. Select the name of the Sign-Up list you want to access.
3. Click on the Sign-Up item you want to un-assign yourself from.
4. Click on the orange box in the top right corner that says "I'm Assigned."
5. A drop-down menu will appear. Click on "Withdraw Myself."
6. Then click "Confirm" in the new pop-up window. You will then be removed from the sign-up list.

For additional information please refer to our How To Use "Sign Ups" as on Admin tutorial video.