6.2 Teams

The second section in the Team module is Teams, where you can add, remove, and manage teams across your organization. In the Teams section, you can see (from left to right):

• Team name
• Members
• Team Lead
• Projects
• Date created

Edit a Team:

To edit a team, click on the team’s name. A drawer will open where you can edit Team’s Name, add/remove team members, assign/change team lead, and add/remove projects.

Click Save once you are done editing the team details.

You can also add members to your existing teams from the dashboard by clicking on the (+) icon under the Members’ column. 

On the top of the screen you can use the search bar to quickly find teams from the list.

6.2.1 Create a New Team

Click on ‘Add Team’ located in the top right corner of your screen. This will open a window from where you can create a new team.

Fill out the details in the Add Team drawer to create the team:

1. Enter team name
2. Select teammates
3. Select team lead
4. Select projects (optional)
5. Select a color for team identification (optional)

Click on “Create” to add your new team to projects. You will see the new team appear within in all your projects. 

Delete a Team:

To delete a team, simply click on the red bin icon at the extreme right.

Click on ‘Yes’ to delete. 

This concludes the Team module.