Teams let you organise members into groups, simplifying workflows when connecting them to plans.
Things to Keep in Mind
- Adding Members: Members can be added or removed from teams anytime.
- Assigning to Rosters: Teams are added to rosters to connect them to the right plans.
- Team Leads: You can assign a Team Lead to manage the team independently.
How to Create and Manage a Team
- Go to Teams: Navigate to Settings > Teams.
Create a Team: Click Create Team and follow these steps:
- Step 1: Add a team name and description.
- Step 2: Add members to the team.
Manage Teams: To edit team details, update members, or delete a team:
- Click the three vertical dots next to the team name.
- Choose the appropriate action: Edit team, add/remove members, or delete the team.
Need More Help?
Contact our support team.