How to set a team as default

How to set a team as the default team

Updated over a week ago

Edition: Enterprise

User-level: System Administrator

Synergy has created an 'All staff' team with all staff members attached to it and this is used as the default when setting up new staff, however this default can be changed to a Team you have created.


  1. Organisation drop down menu > Settings > Organisation > Teams.

  2. Click on the ellipses to the right hand side of the team.

  3. Select Edit.

  4. Tick the Default checkbox. This will overwrite the previous default team. You can only have one default team.

  5. Click the ‘Save and close’ button.


Tips!

  • The general Kanban board will open to the organisation's default team.

  • You can see which is the current default Team by seeing which Team is ticked in the default checkbox.


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