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Creating a Team

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You must have a Plan license to create teams.

When you create a team you become the Team Owner, by default.

You can view Team Owners for all the teams when you create a report for Teams and include the Owner Name field in your report. (For more information about creating a report, see "Creating a Report.")

You can create a team either from the People area or from the Setup area.

Creating a Team in from the People Tab

  1. Navigate to the People area, then click the Teams tab. 
  2. Click the drop-down arrow next to the team name that is currently selected, then click Create New Team at the bottom of the drop-down list.
    The New Team dialog box is displayed.
  3. Specify the following information:
    • Team Name: Specify a name for the new team.
    • This is an Agile Team: Select this option if you want to configure this new team to be an agile team.
      For more information about agile teams, see "Creating and Managing Agile Teams."
    • Team Members: Begin typing the name of a user to be on the team, then select the name when it appears in the drop-down list. 
      Repeat this process to add multiple users to the team.
      There is no limit for how many users you can add to a team. However, we recommend to not have an excessively high number of users in one team, as your work management might become too complex for these teams.
    • Description: Specify a description for the team.
  4. Click Create Team.

Creating a Team in Setup

  1. Click Setup in the Global Navigation Bar.
  2. Click Teams, then click New Team.
    This opens up the New Team dialog box.
  3. Specify the following information:
    • Team Name: Specify a name for the new team.
    • Team Members: Begin typing the name of a user to be on the team, then select the name when in appears in the drop-down list.
      Repeat this process to add multiple users to the team.
      There is no limit to how many users you can add to a team. However, we recommend to not have an excessively high number of users in one team, as your work management might become too complex for these teams.
    • Description: Specify a description for the team.
    • Calendar: Choose which calendar tab will appear for this team.
    • This is an Agile Team: Select this item if you want to configure this new team to be an agile team. For more information about agile teams, see "Creating and Managing Agile Teams."
    • Done Button: Select the status that you want set for items when the Done button is clicked.
  4. Click Create Team.

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What about creating a team under Setup?
[! Should I document this as well? (I will link to it for the context-sensitive Help, so I need to have something documented. Or do I link here?)]

This article last updated on 2018-03-09 19:00:32 UTC