Teams

Teams are small groups of workers that work can be assigned to. Multiple teams can work together in a workgroup. In an engineering organisation, there may be a product design workgroup with each engineering discipline as a separate team. Each team can have one or more team leaders that are able to manage their team. Work items can be assigned to the mechanical team where the team lead then assigns each work item to a worker on their team.

Creating a team

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the workgroup you want to add the new team to

4. Click on the New team button

5. Enter details for the new team

• Team name

  The full name of the team

• Team colour

  A hex colour can be assigned to the team to have it stand out

6. Click the Create button to save the new team

Adding a member to a team

Only admins and team leaders can add a member to the team

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the workgroup you want to add the new team to

4. Click on the team you want to add the new member to

5. Click on the Members tab

6. Click on the Add member button

7. Search for the member you want to add and click the + button next to their name

Removing a member from a team

Only admins and team leaders can remove a member to the team

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the workgroup you want to add the new team to

4. Click on the team you want to add the new member to

5. Click on the Members tab

6. Open the action menu next to the user's name

7. Click the Remove member menu option

Promote a team member to team leader

Only admins and team leaders can promote a team member to team leader

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the workgroup you want to add the new team to

4. Click on the team you want to add the new member to

5. Click on the Members tab

6. Open the action menu next to the user's name

7. Click the Promote to team leader menu option

Demote a team leader to team member

Only admins and team leaders can demote a team leader to team member

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the workgroup you want to add the new team to

4. Click on the team you want to add the new member to

5. Click on the Members tab

6. Open the action menu next to the user's name

7. Click the Demote from team leader menu option

Team settings

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the workgroup you want to add the new team to

4. Click on the team you want to add the new member to

5. Click on the Settings tab

6. Make your changes and click Save