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Create teams

This guide shows you how to create teams in your organization.

Teams group positions together for collaboration. When a team is assigned as a task performer, the task appears in the outline of all positions in that team.

Prerequisites

  • You have the required permissions (see above)

Instructions

Navigate to the People page and select the Teams tab, then click Add team.

Step 1: Enter team name

  1. Enter a Team Name (required).

Step 2: Add overview (optional)

  1. In the Overview section, enter a Team Overview description (up to 300 characters).
  2. Click Next.

Step 3: Add cover image (optional)

  1. Click Edit next to Cover image.
  2. Upload or select an image for the team.

Step 4: Add team members (optional)

  1. Click Edit next to Team members.
  2. Search for positions and select them to add as team members.
  3. Click Next.

Step 5: Add team admins (optional)

  1. Click Edit next to Team admins.
  2. Search for and select employees who will administer this team.

Step 6: Choose notifications

If the team membership affects eligible employees, Notify affected employees appears near the bottom of the form. Notifications are off by default.

  1. Turn on Notify affected employees to select every listed recipient.
  2. Review the Recipient and Notification columns.
  3. Deselect any notification you do not want to send.

You can create the team without sending a notification.

Step 7: Create the team

  1. Click Add team.