Edition: Enterprise
User-level: Assistant Administrator, System Administrator
Creating teams and adding staff allows you to filter planning boards, manage project permissions, allocate resources by team, and filter reports by staff team.
Creating a new team
Go to Organisation menu > Settings > Organisation > Teams.
Click 'Create' in the top right corner.
Provide a name and description for the team.
Select the staff members to add to the team.
Click create
Editing the description or an existing team
Organisation drop down menu > Settings > Organisation > Teams.
Click on the ellipses to the right hand side of the team and select open
Edit the Name, and or Description on this page.
Update.
You can do this as much as you need to to ensure you're using the right naming and description that works for you.
Adding staff to a team
From the staff profile:
Organisation drop down menu > Staff.
Select the pencil on the right-hand side of the staff member > Edit.
Select the checkbox in the 'is primary' column to set this as their primary team. Select the checkbox in the 'Selected' column to assign them to this team.
Save in the top right.
From the Teams settings:
organisation menu > settings > organisation > teams
Select the '...' to the right of the team you want to add staff to > Open
Select staff you want to add to this team under 'add staff'
You can select the 'primary team' checkbox to set this as a team members primary team.
Select Update.
Setting a team as the organisation default
New staff are automatically assigned to the default team.
Organisation drop down menu > Settings > Organisation > Teams.
Click on the ellipses to the right hand side of the team.
Select Open
Tick the Set as Organisation Default checkbox. This will overwrite the previous default team. You can only have one default team.
Click the Update button.