A team or workspace owner can create a team either from the teams grid or the workspace settings page. To create a team from the teams grid, follow these steps:
- Go to the Teams/Projects tab, as highlighted below in the image:
- Click on the add teams 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:
- Upon creating the Team/Project, a team sidebar will be opened, allowing you to change team name, code, workspace, add stage, workflows and its members:
- 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.