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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 Create New 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.
  3. Click Create team.