Edition: Enterprise
User-level: Assistant Administrator, System Administrator
Previous steps: Staff Overview
Create and add staff to teams to filter by team in the schedule, resource planning board, Kanban and more!
How to add a new team
1.Organisation menu > Settings > Organisation > Teams
2. Select 'Add' in the top right hand corner
3.Give the team a name and description
4.Save and close
Change the description of an existing team
Organisation drop down menu> Settings > Organisation > Teams.
Click on the ellipses to the right hand side of the team.
Select Edit.
4. Type the new description in the description text box
5.Save and close
How to edit a teams details
Organisation drop down menu > Settings > Organisation > Teams.
Click on the ellipses to the right hand side of the team.
Select Edit.
Type the new name and description in the text boxes.
Save and close
How to add staff to a team
Organisation drop down menu > Staff.
Select the pencil on the right hand side of the staff > Edit.
In the Team section, you can tick the check-box to add staff members to their primary and other teams.
If the checkbox is only ticked for Is Primary, this staff member will always be added whenever this team is selected.
If the checkbox for Selected is ticked, this staff member will always be added whenever this team is selected.
Set a team as the default team
Staff will automatically be assigned to the default team when you set up their profile.
Organisation drop down menu > Settings > Organisation > Teams.
Click on the elipses to the right hand side of the team.
Select Edit.
Tick the Default checkbox. This will overwrite the previous default team. You can only have one default team.
Click the ‘Save and close’ button.
Where to next?
What other features does this relate to?