A team or workspace manager can create a team either from the from the Teams common page or Workspace settings page.
To create a team from the teams common page, follow these steps:
- Go to the Teams/Projects icon from the left sidebar menu and click the Add Team button, as shown below:
Enter the team name and choose a workspace from the dropdown menu to link it with your team. Hit the create button:
Once a team is created, you’ll land on the Team Overview page. From here, you can easily manage your team and workflows:
Members – Add or manage team members.
Workflow – Set up task routes and automation.
Forms – Use templates to create tasks quickly.
Automation – Configure automatic task triggers.
Using the Team Settings icon, you can:
Name or rename the team
Set the team code
Add or rename default stages (To Do, In Progress, Completed) – these stages are pre-configured but fully editable.
- By default there will be three stages that will be configured automatically i.e. (To Do, In Progress and Completed). Additional stages can be added or deleted as per the team/project requirement, as shown below in the image:
In addition to configuring a Team/Project, the team settings page provides detailed explanations to help you optimise your team’s setup efficiently and effectively.