Before any user can begin creating Huddles and Talking points, the Huddle Admin will need to create the Huddle Types and Work Types. This configuration is only available to the Huddle Admin.

1. Select Field Tools > Huddle Dashboard and select Manage Huddle Types. This will open a pop-up window where you can create, edit, and delete your Huddle Types.
   • The Huddle Type is how you categorize your huddles (for example: Daily Huddle, Weekly Toolbox Talk, Safety Talk). If you are currently planning to only have one category, you only need to create one huddle type here.
   • Users, including Huddle Admins, will not be able to create a huddle without first configuring a Huddle Type.
2. Go to Field Tools > Huddle Talking Points, and select Manage Types to add a new Work Type and Phase.
   • These categories allow users to easily filter through the available talking points to add to their Huddle.
   • Examples of Work Types and Phases:
     • Work Type: Safety
     • Phase: Cold Weather
3. To create a new Work Type, select Add New Work Type. After you have created your work type, you will be able add Phases to it. You need to configure at least one Work Type and Phase before users can create a Talking Point.
   • Huddle Admins can add or modify Work Types and Phases at any time.
   • Huddle Types and Work Types can be continually added as your huddles and talking points expand.